Export and Import CG Data via Zerodha Excel Template

Income Tax || Export and Import Capital Gain Data via Zerodha Excel Template

Steps to Export and Import Capital Gain Data via Zerodha Excel Template


Exporting Capital Gain (Tax P&L) Data from Zerodha


Step 1: Access the Tax P&L Section
  1. Log in to your Zerodha account.
  2. Click on the Reports tab.
Step 2: Select Tax P&L
  1. Choose the Tax P&L option from the reports menu.
Step 3: Select the Financial Year
  1. Choose the financial year for which you want the data.
  2. Select the appropriate quarter range for the report.
Step 4: View and Download Report
  1. Click on the arrow button to display the segment-wise capital gains report.
  2. Scroll down and click on Download Tax P&L report for all segments to download the complete report.
      



Importing Capital Gain Data via Zerodha Excel Template

Step 1: Navigate to Capital Gain Section
  1. In your tax software, go to the Transaction section and select Capital Gain.
      

Step 2: Choose Import Source
  1. Select the appropriate head, such as Shares or Mutual Funds based on your data.
  2. From the Excel Import drop-down menu, choose Zerodha as the template type.
      

Step 3: Upload the Excel File
  1. Click the button to import data from Excel.
      
  1. When prompted, confirm with "Yes" and locate your Zerodha Excel file on your computer.
      

Step 4: Import Data
  1. Open the Excel file and allow the software to process and import the data.
  2. Wait for the process to complete.
      

Notes
Important Notes
  1. Correct Head Selection: Ensure you select the proper head (e.g., Shares or Mutual Funds) that matches the data in the Excel file.
  2. Error Handling: If you select the wrong head, you may encounter an error message. Double-check your selection to avoid such errors.

By following these steps, you can seamlessly export and import capital gain data via the Zerodha Excel template for tax calculations and reporting.

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