How to Download Capital Gain Report from ICICI Direct and File on ClearTax

It is important to report all your income details in your income tax return. However, filing capital gains is not as fun as making capital gains. You have to manually enter details of the Buy Price, Sell Price, STT, date of these transactions, etc., making this very cumbersome and time-consuming. 

That’s why ClearTax has integrated with top brokerages in the country like ICICI Direct to simplify this process for you. You must simply log in to ClearTax and upload the capital gain report. All your transactions and mutual fund transactions will be automatically captured.

Here is the step-by-step procedure to download the “Capital Gain Report” from the ICICI Direct website and upload it on the ClearTax platform.

Steps to Download Capital Gain Report from the ICICI Direct website

Step 1:  Go to https://secure.icicidirect.com/customer/login and log in to your ICICI direct account.

Step 2: After login, click on the ‘Portfolio’ tab.

Step 3: Click on ‘Equity’ under the ‘Capital Gain’ section.

Step 4: Click on the ‘View Capital Gain’ button.

Step 5: Choose the right period and then click on ‘Download’ at the bottom right; you will get the choice to download either in .xls or .csv format.

We support the .xlsx format, so when you download the file, you need to copy the same into Microsoft Excel and save it as .xlsx.

And here is your capital gains report!

Steps to Upload the Capital Gain Report

Step 1: Go to ‘Income From Capital Gains’ page and click on ‘ICICI Direct’ as shown below.

Step 2: Choose your capital gain report from here. Enter the password in the below textbox if the document is password protected.

Step 3: After you choose your file, you can click on the ‘Proceed’ button. 

Here is how you can upload share trading transaction details in your income tax return. On the ‘Income From Capital Gains’ page, you can see the summary of long-term or short-term capital gains/losses.

You can also view individual transaction details captured and categorised into long-term and short-term capital gains automatically. You may edit or delete them, if required. 

This is how you can quickly upload your capital gains transaction details on ClearTax and file your returns. 

Frequently asked Questions

Which ITR form applies to ICICI Direct users (for both long-term investors and traders)?

ITR form should be chosen based on the various income sources you earn money from. If you trade in equity shares and mutual funds, such income falls under ‘income from capital gains’, and you can file ITR-2. However, if you are into intraday trading or F&O, you should report it under the head’ Income from Business and Profession’ and file ITR-3. ClearTax can help you find the right ITR form per your financial details.

How to download the ICICI Direct Capital Gain report?

You can download the capital gain report from the ICICI Direct website. Follow the steps below to fetch this statement:-

• Login to https://secure.icicidirect.com/customer/login
• Go to the ‘Portfolio’ tab> Select ‘Equity’ under the ‘Capital gain’ section > Click on the’ View Capital Gain’ button
• Select the relevant period (financial year)
• Download the .xlxs format capital gain report

What is the difference between realised and unrealised profit in ICICI Direct?

An unrealised profit is a theoretical profit in your trading platform resulting from an investment not yet sold for cash. A realised profit/loss occurs when you sell an investment, and the sale proceeds are encashed.

How to file taxes if I have ICICI Direct, Zerodha, and Upstox trading accounts?

We support the auto-reading of ICICI Direct, Zerodha, and Upstox brokers. You can upload the capital gains statement for multiple brokers into the platform (there is a list of all brokers we support). ClearTax will pull all the details from uploaded statements and auto-prepare the return.

How to save taxes using capital gains losses?

You can add the previous year’s capital losses on the ClearTax website. These losses (brought forward losses) are automatically adjusted with the current year’s capital gains income as per the Income Tax rules.

Can I also add my other income details like income from business or profession, rental income, and other income sources while filing through ClearTax?

You can add all sources of income, for example, salary income, house property income/loss, profits or loss from business and profession, profits/loss from intraday trading, gains/losses from equity and debt mutual funds, etc., on ClearTax.

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