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

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



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

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



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