Steps to Import Capital Gain Data Using Excel

Step 1: Access the Client Profile

• Open the client’s profile in the Express ITR application.
• Navigate to the ITR Summary section within the profile.
• Click the button under Return Flow to open the relevant ITR options.
  

      

Step 2: Select Capital Gain Section

• Click on the Capital Gain heading to open the capital gain data entry area for this client.
  

      

Step 3: Download the Excel Template

• Select Import CG Data and Download the provided Excel template, which is formatted for capital gain data entry.
  

      

      

Step 4: Enter Data in the Excel Template

• Open the downloaded template and fill in the client’s capital gain data in the designated fields.
  

      

• Ensure that all information is accurate and matches the required format.
  

Step 5: Import the Excel File

• In the software, click Browse to select the completed Excel file from your system.
  

      

• After selecting the file, click Import and confirm by clicking Okay.