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It is important to report all your income details in your income tax return. However, filling capital gains can be very cumbersome and time-consuming. You have to manually enter details of the Buy Price, Sell Price, STT, date of these transactions, etc.
ClearTax has integrated with top brokerages in the country like 5Paisa, Paytm Money, Groww, CAMS, Karvy, Sharekhan, ICICI direct, Zerodha, Upstox, etc. to simplify this process for you. All you need to do is download the capital gains report from your Sharekhan account and upload it on ClearTax to capture thousands of capital gains transactions automatically.
Here is the step-by-step procedure to download the “Capital Gain Report” from the Sharekhan platform and upload it on ClearTax.
Steps to Download Capital Gain Report from the Sharekhan website
Step 1: Log in with your credentials on the Sharekhan portal.
Note: You can also download the report from the Sharekhan mobile app. (Refer to FAQs for the download guide).
Step 2: On the dashboard, search for ‘scrip summary’ and select equity. You can also select F&O.
Step 3: Select the period for which you are filing your ITR and then click on ‘Show’.
Step 4: You will get the choice to download either in PDF or Excel format. Click on the Excel icon as shown in the image below. Your capital gains report will be downloaded.
Steps to Upload the Capital Gain Report on ClearTax
Step 1: Go to the ‘Income From Capital Gains’ page and click on ‘Sharekhan’ 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. After you choose your file, you can click on the ‘Proceed’ button.
Now you will see the summary of your long-term or short-term capital gains/losses. If there is any intra-day transaction, it will be captured automatically in the ‘Business Income’ section as ‘Speculative Income’.
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 way, you can quickly upload your capital gains transaction details on ClearTax and file your returns.
ITR form should be chosen considering all your other income sources. If you trade in equity shares and mutual funds, such income falls under ‘income from capital gains’, and you need to 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 correct ITR form based on your financial details.
You can download the capital gain report from the Sharekhan mobile app or website. Follow the steps below to fetch this statement:
From the Sharekhan mobile application–
From the Sharekhan web portal:
We support the auto-reading of the capital gain statements of brokers like Sharekhan, ICICI Direct, Zerodha, Upstox, Groww, 5Paisa, Paytm Money, and various other top brokers. You can upload the capital gains statement for multiple brokers on ClearTax. It will pull all the details from uploaded statements and capture your capital gains details automatically.
You can add the previous year’s capital losses on the ClearTax website. These losses (brought forward losses) are adjusted automatically with the current year’s capital gains income as per the Income Tax rules.
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.