Import Capital Gain Data Using the Broker Template

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

The Broker Template feature in ExpressITR enables users to efficiently import Capital Gain data with accuracy and consistency. All imported broker transactions are automatically mapped to their appropriate categories, such as:
  1. Capital Gains
  2. Business Income
Using the Broker Template ensures standardized data formatting, reduces manual entry, eliminates errors, and significantly improves the overall filing workflow.

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.

Step 5: Complete the Import Process
  1. After browsing and selecting the Broker Template Excel file, click on the Import button.
      
      
  1. Once the import is complete, click OK on the confirmation message.
      
  1. The imported data will now be reflected in:
    1. The Capital Gain head, and
                  
    1. The Business & Profession head (where applicable)
                  

This ensures that all relevant broker transactions are properly categorized within ExpressITR.

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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