Import B&P Income from Excel Template

Import B&P Income from Excel Template

If you’re actively trading in Intraday and Futures & Options (F&O) but your broker isn't integrated with our platform — no worries! You can still report your trades using our structured Excel Template.

This allows you to maintain accuracy in your tax filings while ensuring you don’t miss out on claiming relevant expenses.

Things to Keep in Mind

  • Fill in all mandatory fields to avoid upload errors
  • Cross-check your entries with your broker’s Tax P&L report
  • Use consistent units (e.g., per-unit prices for trades)
  • Avoid merged cells, special formatting, or formulas in the Excel file
  • Intraday and F&O trades should be added in separate tabs within the same file

Steps to Import Trades

1. Download the Quicko Excel Template

  • Go to File > Business & Profession > Add Business
  • Select Trading Securities – Intraday and F&O > Upload P&L Report
  • Enter your Business Details, such as:
    • Business name
    • Nature of business
    • Taxation scheme (regular)
    • Address
  • Scroll to the bottom and click Download Excel Template by Quicko
  • The template includes separate sheets for Stocks (Intraday) and F&O (Futures/Options)

2. Fill In the Template Using Your Broker’s P&L Report

Use your broker’s Tax P&L statement to map the relevant data into the template.

For Intraday Trades (Fill in the Stocks tab):

  • ISIN Number
  • Symbol
  • Quantity
  • Buy Date
  • Buy Price (per unit)
  • Sell Date
  • Sell Price (per unit)
  • Transfer Expense

For Futures & Options Trades (Fill in the Futures/Options tab):

  • Contract Name
  • Asset Type (Equity, Commodity, or Currency)
  • Quantity
  • Buy Date
  • Buy Price (per unit)
  • Sell Date
  • Sell Price (per unit)
  • Transfer Expense

Note: Ensure that "Buy Date" and "Sell Date" are in DD/MM/YYYY format.

3. Upload the Completed Template

  • Navigate to File > Business & Profession > Upload P&L Report
  • Upload your completed Excel sheet
  • The system will automatically map and calculate profits or losses

Error Handling

  • If there's a formatting issue or missing data:
    • An error report will be generated
    • Download the report, review the errors, and make corrections
    • Re-upload the corrected file

Still Need Help?

Raise a ticket and our support team will be happy to assist you.


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