Here is how you can upload your Tax P&L using the Quicko Template:
1. Navigate to Incomes, Select Capital Gains.
2. Choose Import Investments, Select Import with Excel Sheet.
3. Download Tax P&L template by Quicko.
4. Enter the Details and Upload.
Tax P&L template by Quicko has the following tabs: Equity, Mutual funds, Intraday, Futures & Options. You can use your broker's excel and map data in the Tax P&L template by Quicko as per the headers provided in the template.
- Find ISIN Code
- FMV Report for Equity with ISIN : Select 'Equity with ISIN'.
- FMV Report for Mutual Fund : Select 'NAV as on 31-Jan-2018' and Download in 'Excel Format'.
- Purchase and Sale Date Format : "yyyy-MM-dd", "dd-MMM-yyyy", "dd-MM-yyyy", "dd/MM/yyyy", "yyyyMMdd", "dd-MM-yy", "dd-MMM-yy"
- Fields in red are mandatory to fill as per guidelines