How to Download Kotak Securities P&L Statement and Upload for ITR Filing Online: Step-by-step Guide
Updated on: Jun 20th, 2024
|
2 min read
Are you not sure about how to enter your capital gains information while filing ITR? ClearTax provides a simple tool to those trading on the Kotak Securities platform to capture the capital gains details. Unlike other platforms, you can simply copy your trading information on the ClearTax excel utility and upload the same on ClearTax. It will automatically capture the data in the relevant fields and computes capital gains tax based on the details captured.
Read the process below to learn how to use the ClearTax utility tool.
Steps to Capture Share Trading Details Using ClearTax
Step 1: Go to the ClearTax platform, and login in using your credentials. If you are new here, create an account and link your PAN to get pre-filled details.
Step 2: Log in and your ‘PAN Card Number’ and ‘Date of Birth’ to link your PAN. You can proceed with the OTP verification through ‘IT Department registered mobile number’ or ‘Aadhaar registered mobile number’.
Step 3: After successfully completing the OTP verification, start filling in your capital gains details. Just go to the ‘Income Sources’ and click to add capital gains details as shown on the screen.
Step 4: Now you will land on the import data page, where you can select ‘ Kotak Neo’ from the list of brokers listed in Cleartax Portal.
Step 5: You can import your Capital gains statement from Kotak Neo, and you can get your capital gains details in one place or you can also upload your P&L transactions.
Step 6: If you have clicked on Login and Import, you will be led to the Kotak Securities Login Page. You can login to the page using your Mobile number and password. Enter the OTP received on your registered mobile number.
Step 7: Now Kotak Securities Report will be displayed on the screen, that is automatically filled. Now click on Continue
Step 8: Your total holdings in Kotak Securities, grouped into Long-term and Short-term securities will be shown. And click on Next
Step 9: Under Tax Summary, your total amount of income, tax liability etc will be displayed. Click on Finish Filing and proceed to e-verification.
Enter the OTP received to E-verify.
Step 10: That how easy it is, just with few clicks and NEXTs your ITR is filed.
Related Articles
Frequently Asked Questions
Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.
Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.
CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.
Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.
Cleartax is a product by Defmacro Software Pvt. Ltd.
Company PolicyTerms of use
ISO 27001
Data Center
SSL Certified Site
128-bit encryption