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

With our Upstox 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 Upstox 
  • On the next screen, enter your Upstox credentials to log in
  • Once you log in, click on Browse and select the file downloaded from your Upstox account

Wait for a few seconds while the trades are being imported.


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


Filing

  • Navigate to Filing > INCOMES > CAPITAL GAIN from the side nav
  • Click on Import from Broker 
  • Select Upstox > CONTINUE
  • On the next screen, enter your Upstox credentials to log in
  • Once you log in, click on Browse and select the file downloaded from your Upstox account

Wait for a few seconds while the trades are being imported.



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