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

    • Income Tax || Data Feeding - Capital Gain

      What is Capital Gains Tax in India: Capital Gains Tax is a tax on the profit or gain that an individual or a business entity earns from the sale of capital assets. The capital assets can include property, stocks, bonds, gold, or any other asset. The ...
    • Express ITR | | How to Import Capital Gain Data Using Excel

      Import Capital Gain Data Using Excel: Please follow the steps : Step 1: Open the Client Dashboard and click on the "Prepare" option. Step 2: Click on the Capital Gain Head. Step 3: Click on the "Import CG Data" option. Step 4: Download the Excel ...
    • Income Tax || Capital Gain Excel Import → Syntax Error

      Root Cause of the Error → The error occurs when a client enters a special character (') in the Capital Gain Excel template. Solution → Open the Capital Gain Excel template intended for import into the software. Identify and remove any instances of ...
    • 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". ...
    • Income Tax || How to Import 3CD Annexure Through Excel Template

      How to Import 3CD Annexure Through Excel Template: Follow the Steps: Step 1: Go to Tools >> Excel Template >> Template 3CD Annexure: Step 2: Enter the data you want to import and then save the Excel file to your local system (in any location): Step ...