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
For Planning
- Navigate to Planning > Tax P/L and scroll down
- Click on Upload besides Import using Capital GainsTemplate by Quicko
- Download the Capital GainsTemplate by Quicko
- Map your trades from your broker statement to the template
- Click on Browse to upload the Excel sheet on the same screen
- Your imported trades will appear on the next screen, after a few seconds as soon as the Excel sheet is uploaded.
Here's how you can map the trades onto the Quicko Template.For Filing
- Navigate to Filing > 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
- Map your trades from your broker statement to the template
- Click on Browse to upload the Excel sheet on the same screen
- Your imported trades will appear on the next screen, after a few seconds as soon as the Excel sheet is uploaded.
Things to account for while uploading the Quicko Template.Note:
Imported trades will be seen under the tag of 'Others'.