With Quicko's Pro plan, you can import trades from multiple integrations and visualize your Tax P&L, access the previous year's ITR, unlock features like e-verification, prefilling tax credits, and e-payment of tax, and more. Here is how you can upgrade to Pro Plan.
Steps to Import Tax P&L data from Multiple Brokers:
- Navigate to Planning > Tax P&L
- Select the brokerage you want to import investments from and enter your credentials to authorize the integration
- To add another broker, click on Add Broker Pro
- Select another broker and enter your credentials to authorize the integration
Here's how your Tax P&L data will be visualized with multiple brokers integration
The P&L summary that you see on the top is the aggregate P&L summary
However, the summary you see below broker names is the broker-wise P&L summary. You can click on the broker name to view its trade summary.
To remove a broker, you can Revoke access from the taxpayer profile.