If your broker is not listed in our integrations, you can use the Quicko Template to import your trades for planning and filing purposes.


Steps to upload the template


To upload your Capital Gains using the Quicko Template

For Planning 

  • In the Planning tab, navigate to Tax P/L
  • Navigate to Import using Capital GainsTemplate by Quicko 
  • Click on Upload
  • Download the Capital GainsTemplate  
  • Enter the details
    • Map your trades from your broker statement to the template 
  • Click on Browse to upload the excel sheet on the same screen
    • Wait for a few seconds for the excel sheet to be uploaded
  • On the next screen, you will see the imported trades



For Filing 

  • In the Filing tab, navigate to INCOMES > CAPITAL GAINS from the side nav
  • Click on Import using Template
  • Navigate to Import using Excel 
  • Click on Quicko Template
  • Download the Quicko Template 
  • Enter the details
    •  Map your trades from your broker statement to the template 
  • Click on Browse to upload the excel sheet on the same screen
    • Wait for a few seconds for the excel sheet to be uploaded
  • On the next screen, you will see the imported trades



Things to account for while uploading the Quicko Template.

Note:
Imported trades will be seen under the tag of 'Others'.