Import Capital Gain Data Using the Broker Template

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

Express ITR provides a Broker Template feature that allows users to import Capital Gain data in a structured and reliable manner. Broker transactions imported through this feature are automatically classified under the relevant income heads, including Capital Gain and Business and Profession Income, wherever applicable.
By using the Broker Template, users can ensure consistent data formatting, avoid manual entry, reduce the likelihood of errors, and streamline the overall return preparation process.


Step 1: Open the Client Profile
  1. Log in to the Express ITR application.
  2. Select the required client from the Client List.
  3. Navigate to the ITR Summary section.
  4. Click on Return Flow to proceed with the return workflow.
      

Step 2: Access the Capital Gain Section
  1. Click on the Capital Gain tab to open the Capital Gain data entry screen for the selected client.
      

Step 3: Start the Import Process
  1. Select the Import CG Statement option.



  2. The import window will appear, allowing you to upload Capital Gain data.
      

Step 4: Import Capital Gain Data
Capital Gain data can be imported using one of the following methods:

Idea
Method 1: Import via Broker Login
Enter the required details based on the broker:
  1. Zerodha / Groww – User ID and Password




  2. Upstox – Registered mobile number



  3. Angel One – Registered mobile number or Client ID



  4. Kotak Securities – Upload the broker template file using drag-and-drop



After successful verification, the system will automatically retrieve and import the Capital Gain details.


Idea
Method 2: Upload Broker Template File (Preferred Method)
  1. Browse and upload the predefined Broker Template Excel file.






This template helps ensure:
  1. Consistent data structure
  2. Correct transaction classification
  3. Automatic population of Capital Gain records
Once uploaded, the data will be imported and reflected in the system automatically.


Step 5: Review and Confirm Import
  1. Click Import after selecting the Broker Template file.




  2. Confirm the completion message by clicking OK.



The imported transactions will be available under:
  1. Capital Gain, and



  2. Business and Profession income heads (where applicable)


This confirms that all broker-related transactions have been accurately captured in Express ITR.


Conclusion
The Broker Template is a dependable and efficient method for importing Capital Gain data in Express ITR. It simplifies data handling, improves accuracy, and reduces the time required for return preparation. For best results, users should always use the most recent Broker Template provided within the application.

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