Here is how you can import your Capital Gains from equity or mutual fund trades on Quicko:
- Navigate to Incomes > Capital Gains tab
- Click on Import Investments under "Did you invest in securities?" by:
- Login into your Brokerage Account for your Zerodha Kite Account
- Or Upload Capital Gains Statement for to upload your CAMS, KARVY or Scripbox
(Cams and Karvy Statements will include your trades for the entire year)
- Or Import using Excel
- You can opt to use Quicko's template to import the trades
- Or upload using Excel Import Utility
- Login into your Brokerage Account for your Zerodha Kite Account
Things to account for while importing excel: Ensure that you are adding a 12 digit ISIN number. Fields in red are mandatory. For any trade the purchase date should be on or before 31/03/2020 and sale date should be between 01/04/2019 to 31/03/2020.
Comments
1 comment
I don't see option to import CAMS capital gain statement and also Karvy Capital gain statement fails to import.
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