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

  1. For Planning
  2. For Filing



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.





Note: 
Once you import your trade data your Business & Profession Income will automatically be calculated based on the nature of trades.



Read more on Understanding Zerodha Tax P&L Report.