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

With our Axis Direct integration, it is even easier to sync your trading data with just a few clicks for:


Planning 

  • Navigate to Planning > Tax P&L 
  • Click on Axis Direct  
  • On the next screen, enter your Axis Direct credentials to log in
  • Wait for a few seconds to let your Axis Direct account sync with Quicko and this will be the final screen. 


Here's how you can download your Axis Direct P/L Report

 


Filing

  • Navigate to Filing > INCOMES > CAPITAL GAIN from the side nav
  • Click on Import from Broker 
  • Select Axis Direct > CONTINUE
  • On the next screen, enter your Axis Direct credentials to log in
  • Wait for a few seconds to let your Axis Direct account sync with Quicko and this will be the final screen.


Note: Once you upload the Axis Direct Report and the trades are imported, your Business & Profession Income will automatically be calculated based on the nature of the trades.