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ITR Filing Simplified for 5Paisa Users

Updated on :  

08 min read.

Computing capital gains on the sale of equity shares and units of mutual funds is a huge and tedious task in itself; add to that filling in transaction-wise details in ITR form, and you have the perfect recipe for a headache. ClearTax supports auto-reading tax reports for capital gains of the platforms like 5Paisa, ICICI Direct, Zerodha, CAMS, Kfintech, Groww, Paytm Money, and many others.

We have integrated with the 5paisa brokerage firm so that your capital gains details are automatically captured after logging into the broker’s account. ClearTax offers 5Paisa users to import multiple equity and mutual funds-related capital gains transactions with a single click. Read on to find out how to capture your equity and mutual fund capital gains transaction without manual intervention and complete the complex filing within minutes.

So, without any further delay, let’s quickly look at a step-by-step guide on how to capture capital gains transactions through your 5Paisa account.

Step 1: Go to the ClearTax platform and click on the ‘Get Started’ button.

Step 2: Now ‘Login’ to Cleartax to file ITR 

Step 3: After logging in, link your PAN by entering ‘PAN Card Number’ and ‘Date of Birth’. The linking shall be complete with an OTP verification either through ‘Aadhaar registered mobile number’ or ‘IT Department registered mobile number’.

Step 4:  You can have your personal and salary details auto-filled. To allow us to pre-fill your information, all you have to do is an OTP verification. So ‘Proceed’ to do an OTP verification.

Note: If you want to skip the pre-fill option, you can manually enter the details.

Step 5: You can now start filling in your income information. To capture capital gains details from your 5paisa Demat account, go to the ‘Capital Gain’ tab under ‘Income Sources’ and click on the 5paisa icon as shown on the screen.

Now you will be redirected to a new tab where you can log in to your broker’s account. After successful login, all your capital gains details will be fetched automatically.

That’s it! One-click and all your capital gains details are automatically captured.
This way, you can fill in thousands of capital gains transaction details in a single click through ClearTax and save a lot of time.

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