Import Capital Gain Data Using the Broker Template

ExpressITR || Steps to Import Capital Gain Data Using the Broker Template

The Broker Template feature in Express ITR allows users to quickly and accurately import Capital Gain data directly into the software. This ensures standardized input, reduces manual errors, and enhances overall filing efficiency. Follow the steps below to seamlessly import Capital Gain details using this template.

Step 1: Access the Client Profile
  1. Log in to the ExpressITR application.
  2. Open the desired client’s profile from the Client List.
  3. Navigate to the ITR Summary section.
  4. Click on the Return Flow button to view the available ITR processes.
      

Step 2: Open the Capital Gain Section
  1. Select the Capital Gain tab to open the capital gain data entry screen for the selected client.
      

Step 3: Initiate the Import Process
  1. Click on the Import CG Statement option.
      
  1. This will open the import window where you can begin the data upload process.

Step 4: Import Capital Gain Data Using the Broker Template
You can import data in either of the following ways:

Option 1: Broker Login Credentials
  1. Enter the User ID and Password of the respective broker.
      
  1. The system will fetch the Capital Gain details automatically.

Option 2: Upload the Broker Template (Recommended)
  1. Browse and upload the predefined Broker Template file.
      
  1. This template ensures:
    1. Standardized data formatting
    2. Accurate classification of transactions
    3. Seamless auto-population of Capital Gain records
Once uploaded, the software will automatically import and populate all related entries.

Using the Broker Template is the most efficient and reliable method to import Capital Gain data in Express ITR. It minimizes manual data entry, ensures accuracy, and speeds up the overall return preparation process. For best results, always use the latest version of the Broker Template provided within the software.

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