Upstox 'Tax Report' can be downloaded and uploaded on Quicko to view your P&L. Instead of manually entering the details you can simply upload a “Tax Report” that is a consolidation of your capital gains and business income on Upstox for the current and last financial years.
Steps to download the Tax Report:
- Go to Upstox and Sign in to your Account
- Click on the “Reports” button
- From the dropdown select “Tax Report”
- From the dropdown, choose the financial year you want to file for and click on “Consolidated Tax Report”. The consolidated tax report will be downloaded.
- You can upload the report and upload it on Quicko on Tax Planning as well as Tax Filing platforms