How to Import Capital Gain Data Using Excel

Express ITR | | How to Import Capital Gain Data Using Excel

Import Capital Gain Data Using Excel:
Please follow the steps : 

Step 1:
Open the Client Dashboard and click on the "Prepare" option.

Step 2:
Click on the Capital Gain Head.

Step 3:
Click on the "Import CG Data" option.

Step 4:
Download the Excel Template:
      1. Click on the "Download Template" option to download the Excel template.
      2. Enter the capital gain data into the downloaded Excel template.


Step 5:
Browse to the Excel template you prepared and click on the "Import" button.


Step 6:
After that click on Okay.


Your capital gain data has now been successfully imported into the software.

Hope this helps.

    • Related Articles

    • Income Tax || Import capital gain data via Excel template

      Step 1: Navigate to the Transaction section and select "Capital Gain". Step 2: Choose the special Excel sheet made for Capital Gain from the options. Step 3: Fill in all the info about your capital gains into the Excel sheet. Step 4: Click the button ...
    • Income Tax || Data Feeding - Capital Gain

      What is Capital Gains Tax in India: Capital Gains Tax is a tax on the profit or gain that an individual or a business entity earns from the sale of capital assets. The capital assets can include property, stocks, bonds, gold, or any other asset. The ...
    • DEBT Mutual fund data entry Process

      Regarding this You are requested to click on Help Button in Capital Gain Window.              Excel sheet is opened with > Entries of Capital Gain in Different Groups with Different Cases. DEBT Mutual fund data entry is given below.              Hope ...
    • Income Tax || Capital Gain Excel Import → Syntax Error

      Root Cause of the Error → The error occurs when a client enters a special character (') in the Capital Gain Excel template. Solution → Open the Capital Gain Excel template intended for import into the software. Identify and remove any instances of ...
    • Zen IT || Excel Import → Type Mismatch, Error in excel import

      Root Cause of the Error: The error stems from either erroneous data entry in the Excel sheet or alterations to the format of the specific Excel file. Solution → Validate Date Format: Verify that dates adhere strictly to the format "dd/MM/yyyy". ...