Importing Delivery Trades from Zerodha
Have capital gains from trading or investments on Zerodha? Whether you’ve made a profit or a loss, you can easily import your Zerodha trades and track your capital gains.
What Falls Under Capital Gains?
Capital gains from the sale of certain assets, such as:
- Securities (Stocks, Mutual Funds, ETFs, Bonds, Debentures)
- Real Estate (Land or building)
- Crypto Assets
- Other Capital Assets
Stocks and ETFs that were bought and sold on the same day (Intraday) can be imported under Business & Profession. Click here to learn how you can import intraday and F&O trades from Zerodha.
Steps to import Capital Gains from Zerodha
1. Go to File > Capital Gains > Add Securities
2. Click on Import from Investment Apps > Zerodha
3. Click on Connect
4. Login to your Zerodha account
5. Once connected, your trade data will be auto-imported and mapped to your Capital Gains section
How your data will be imported
- Stocks, MF and ETF that were held for more than 1 day (delivery based) will be imported and can be found under Capital Gains> Zerodha> Settlements.
- Your expenses will be fetched from the Zerodha Tax P&L Report> ‘Tradewise Exits’ sheet>‘Equity - Short term’, ‘Equity - Long term’ and ‘Non Equity’ tables.
Please note that STT is not a tax deductible expense in case of capital gains and hence it would not be calculated.
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