With Quicko's import trades feature, you can seamlessly import your trades on Quicko and report your capital gains/business income.
There are 3 ways to import trades on Quicko:
Import from Broker
Our Import from Broker feature helps you to import Tax P&L from your respective broker directly. All you need to do is authorize Quicko to fetch details using your broker credentials.
- Navigate to Filing > INCOMES > CAPITAL GAINS from the side nav
- Click on Import from Broker
- Select the broker you want to import from
- Enter the respective broker credentials to authorize the import
Upload a PnL Report
If we do not support your broker, you can use the Quicko template to import your trades. Quicko template is a pre-formatted Excel sheet where you must map the trades from the broker statement in the specified format.
- Navigate to Filing > INCOMES > CAPITAL GAINS from the side nav
- Click on Import using Template > Quicko Template
- Download Quicko Template
- Map the trades and upload the file
Add Manually
- Navigate to Filing > INCOMES > CAPITAL GAINS from the side nav
- Click on Add Trades Manually
- Choose the method of reporting: Trade-wise or Scrip-wise > Next
- Enter the required details of trades such as
- Asset Type
- Description/Symbol
- Quantity
- Buy & Sell Date
- Buy & Sell Price
- Transfer Fees
- FMV
FnO & Intraday trading classifed as non-sepculative and speculative business income respectively. Once you import trades on Quicko, Quicko will automatically categorize your trades as capital gains or business, depending upon the nature of trades.
Note: You can click on the ADD button to add multiple capital gain entries.