Import capital gain data via Excel template

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 to bring in data from Excel and say "Yes" when asked if you want to find your Excel file.

      

Step 5: Find your Excel file on your computer and open it up.

      

Step 6: Wait for the program to finish bringing in the data.

      

Note: Ensure to select the correct head of capital gain (Share/mutual fund) according to the data entered in Excel before importing.
If you don't adhere to these instructions, you may encounter an error message: 

      

So, please ensure that data is imported according to the correct head of capital gain.

    • Related Articles

    • 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". ...

    • Section 112A – Income Tax on Long Term Capital Gain

      Introduction to Section 112A – Income Tax on Long Term Capital Gain  Vide Finance Bill 2018, the Government has come up with an insertion to section 112A under the Income Tax Act, 1961.  The new section 112A has been inserted in order to levy ...

    • Income Tax Xml upload error regarding schedule 112A

      Income Tax  Xml upload error regarding schedule 112A  - "In Schedule 112A , Col 6 Total Sale Value in not equal to Col. 4*Col. 5 " Possible Regulation  The main reason of this error that value of  "No. of Shares/Units " and "Sale-price per Share/Unit ...

    • Income Tax || Client Master Creation

      The initial phase in software involves establishing foundational components referred to as masters, encompassing entities such as Client PAN, Client Name, Date of Birth (DOB), Status, and more. Now, let's explore the step-by-step process for creating ...

    • 3CD annexure export / import process from TDS to Income Tax

      Process to export / import 3CD Annexure from TDS to Income Tax  This process helps the user to export/ import the 3CD details entered for a particular PAN in TDS Software to the Income Tax Software using an excel template format easily. Process to ...