Our import feature allows you to directly import your trades from various brokers and automatically calculate the tax liability.

With our Angel One 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 Angel One 
  • On the next screen, enter your Angel One credentials to log in

Wait for a few seconds to let your Angel One account sync with Quicko 



2. For Filing

  • In the Filing tab, navigate to INCOMES > CAPITAL GAIN from the side nav
  • Click on Import from Broker
  • Select Angel One > CONTINUE
  • On the next screen, enter your Angel One credentials to log in

Wait for a few seconds to let your Angel One account sync with Quicko.


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



Read more about Understanding Angel One Tax P&L Report