Our import feature allows you to directly import your trades from various brokers and automatically calculate the tax liability.
With our Zerodha integration, it is even easier to sync your trading data with just a few clicks.
Table of Content
Steps to import your trading data
To import your trading data
1. For Planning
- In the Planning tab, navigate to Tax P&L
- Click on Zerodha
- On the next screen, enter your Zerodha Kite credentials to log in
Wait for a few seconds to let your Zerodha account sync with Quicko and this will be the final screen.
2. For Filing
- In the Filing tab, navigate to INCOMES > CAPITAL GAIN from the side nav
- Click on Import from Broker
- Select Zerodha > CONTINUE
- On the next screen, enter your Zerodha Kite credentials to log in
Wait for a few seconds to let your Zerodha account sync with Quicko and this will be the final screen.