Importing Delivery Trades from Zerodha

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   
Info
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

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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

  1. 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.
  2. 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.
Notes
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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