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.


Table of Content

Steps to import your trading data

  1. For Planning
  2. For Filing



To import your trading data


1. For Planning 

  • In the Planning tab, navigate to 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



2. For Filing

  • In the Filing tab, navigate to 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, based on the nature of trades Business & Profession Income (intraday & derivative trading) will be calculated automatically