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

With our Paytm integration, it is even easier to sync your trading data (Equity & FnO) 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 Paytm Money 
  • On the next screen, enter your Paytm Money credentials to log in

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



2. For Filing

  • In the Filing tab, navigate to INCOMES > CAPITAL GAIN from the side nav
  • Click on Import from Broker
  • Select Paytm Money > CONTINUE
  • On the next screen, enter your Paytm Money credentials to log in

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



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