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.



To import your trading data:


1. For Planning 

  • In the Planning tab, navigate to Tax P&L 
  • Click on Axis Direct  
  • On the next screen, enter your Axis Direct credentials to log in
  • Once you log in, click on Browse and select the file downloaded from your Axis Direct account.

Wait for a few seconds while the trades are being imported

 

2. For Filing

  • In the Filing tab, navigate to INCOMES > CAPITAL GAIN from the side nav
  • Click on IMPORT INVESTMENT 
  • Select Axis Direct > CONTINUE
  • On the next screen, enter your Axis Direct credentials to log in
  • Once you log in, click on Browse and select the file downloaded from your Axis Direct account.

Wait for a few seconds while the trades are being imported


Note: 
Once you upload your Axis Direct Report, based on the nature of trades Business & Profession Income (intraday & derivative trading) will be calculated automatically