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 for:
Currently the integration with AngelOne is supported in the Filing section only, due to some intermittent issue. Alternatively you can import trades using Quicko Template.Planning
- Navigate to Planning > Tax P&L
- Click on Angel One
- On the next screen, enter your Angel One credential to log in
Wait for a few seconds to let your Angel One account sync with Quicko
Filing
- Navigate to Filing > 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 Tax P&L sync with Quicko.
Note:
1. Once you import your trading data, your Business & Profession Income will automatically be calculated based on the nature of your trades.
2. You will be able to import Equity, Equity Derivatives, Currency & Commodity Derivatives trades. Mutual Fund Trades will not get imported.