ICICI Direct provides the user with three types of statements:

1. ICICI equity capital statement - Short term, long term and Intraday trades

2. ICICI P&L tax statement - Short term, long term and Intraday trades

3. ICICI F&O statement  

 

How can equity capital statement be imported on Quicko? 

ICICI equity capital statement can directly be imported on Quicko to file your Income tax return: 

  1. Navigate to Incomes > Capital gains
  2. Click on Import investments and select ICICI Direct statement
  3. Upload your the capital gains statement 

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Learn how to download capital gains statement from ICICI Direct?

How to upload ICICI Direct F&O statement and P&L tax statement on Quicko?

Under the Income tax act, F&O is categorized as non-speculative Business Income. Hence F&O trades can be reported by aggregating the turnover and P&L and entered on Quicko.

To report your F&O trades from ICICI Direct, aggregate the turnover and add it:  

  1. Navigate to Incomes > Business/Profession tab
  2. Go to Business Income and enter your aggregate turnover and profits. 

Note: ICICI Direct import option is not available for FY20-21 as of now due to excel template changes. Users will be notified once the same is available