Our broker integration feature helps you to directly import Tax P&L from the respective broker. 

All you need to do is, authorize Quicko to fetch the details using your broker account credentials.



To Import your Tax P&L

  • Navigate to Planning > Tax P&L

  • Select the broker you want to import Tax P&L

  • Enter your credentials to authorize the integration

  • On the next screen, you will be able to visualize your Tax P&L


Note:
For Tax Payers having broker account with Axis Direct & Upstox please refer to the following articles to import your Tax P&L.