Zen IT || Steps to Import Capital Gain Data Using Broker Template

Steps to Import Capital Gain Data Using Broker Template

The Capital Gain module allows users to import transaction data directly through a predefined Broker Template (Excel format). This feature helps in reducing manual data entry and ensures accurate reporting of capital gain transactions.

Steps to Import Capital Gain Data

Step 1: Access the Capital Gain Module

Navigate to the following path within the application:  Transaction → Capital Gain

      

Step 2: Select the Broker

1. Click on the Excel Import option.
2. From the available list, select the relevant broker for which the capital gain data is to be imported.
3. Ensure that the correct broker is selected to maintain data accuracy and proper mapping.
   

Currently Supported Broker Templates:

1. KDK Template
2. Angel One
3. Groww
4. Kotak
5. Upstox
6. Zerodha
7. CAMS
   

      

Step 3: Initiate Import Process

The system will prompt you to confirm the import action.

Click on “Yes” to proceed with importing the Excel file.

      

Step 4: Upload the Broker Template File

1. Browse and select the broker’s Excel file from your system.
   
2. Verify that the file is in the prescribed format.
   
3. Click on Import to upload and process the data.
   

By following the above steps, users can efficiently import capital gain data using the Broker Template, ensuring a streamlined and error-free workflow.

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