Tax Saving Simplified for Traders-

Saving Guaranteed for Traders and Investors

Trader Plan

Service Included

  • Book-keeping Service
  • Tax Saving Service for last Financial year
  • Tax Return preparation & Filing by Experts
  • Business Hours CA Support - Email and Phone
  • Audit Services

₹ 6,500 (+ taxes)

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Package Description

What is the Package?

Trader Package is designed to ensure maximum Tax Savings for people having trading income. Along with this, it also includes hassle free filing by an expert CA who knows the nuances of intraday and F&O trading.
Mis-filing or non-filing can lead to unnecessary hassle of having to answer IT notices

Who should take this package?

  • Salaried Individual having income or loss from F&O Trading or intraday equity trading - Please note in these cases ITR 4 has to be filed instead of ITR 1
  • Self Employed traders who have income or loss from F&O Trading or intraday equity trading

What are the benefits

ClearTax can help you claim the following tax benefits

  • Save tax by claiming expenses: We will help you save taxes by claiming expense such as Brokerage charges, STT, other statutory taxes, internet, telephony etc.
  • Save tax by offsetting your trading loss: We will help you save on your taxes by off-set any loss in your trading transactions against any non-salaried income (Eg. Interest Income, Rental income etc.)
  • Save tax by carry forwarding your losses: By filing your returns before Sept 30th, we will help you carry forward your loss upto 8 years and saves taxes on future gains over next 8 years

Documents Needed

  • Form 16 for salaried income
  • Form 26AS
  • Bank Account Details
  • Trading Account Statement
  • Demat Account Statement


All these years, filing of tax returns meant making numerous trips to a betel-chewing CA holed up in a narrow alley in old Delhi. And, I never got to see my tax worksheet. I feared this annual experience. Enter ClearTax. I sit comfortably at home while a supremely professional CA files my returns explaining every worksheet entry to me. There is 100% transparency. Simply unbelievable! ClearTax is the new way to e-file returns.

- Jyotsna Paul

It was a very challenging case regarding my ITR filing this year but I really appreciate the hardworking article (Preetam) who was working on my case. A very sincere and dedicated guy who helped me in having a good experience with Clear Tax and I am already recommending this to my friends to use Clear Tax for their tax filing needs. Thanks a lot for the support and help provided by you.

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"I work with a bank and was my 2nd time to engage cleartax for tax filing for self and family. I requested to be allocated same CA as last year as I had some complex property case. Cleartax arranged for that promptly. Best part is their systems and CA work right first time, efficient and prompt taking your minimal time."

- Jitender Narula

My wife and I used services of Clear tax to file our IT returns. The overall experience was nice and very prompt. My CA Ms Namrata was very helpful and guided us at each and very stage. She was also doing follow-up through phone as well. I would recommend everybody to use ClearTax. Keep up the good work guys :)

- Oby George

ClearTax has benefitted me immensely. I am an advertising professional and a passionate blogger. ClearTax's qualified CAs helped me circumvent the complex taxation laws and find a solution.

- Aurindam Mukherjee

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Expert assistance. Anytime
Over 1000 CAs nuanced in every aspect of taxation and compliance to help you and provide 24/7 support to resolve your queries.

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Economic Times ranks ClearTax as the best tax website in India


Who are the CAs who’ll be filing my return?

ClearTax taps into its CA network and puts you in touch with a qualified CA. These CAs bring a combined experience of 40 years in foreign taxation

How to calculate Trading Turnover?

Turnover for Future and Options is the absolute value of each Profit and Loss trade during the year. For example, if you have a Profit of Rs.1000 and Loss of ₹500 from F&O, the turnover is ₹1,500.

What are other requirements if I am under a tax audit?

Apart from regular documents and the tax audit report you would require Class 2 Digital Signature for submitting your tax return.

What are the types of transactions under share trading and where are they reflected in the tax return?

Short Term and Long Term Capital Gains form part of Income under the Head Capital Gains while trading in intra-day markets, F&O, Commodity, etc. fall under Income from Business and Profession

What happens to the loss incurred in Share Market?

Losses from shares in speculation business can be carried forward for 4 years, while all the other losses can be carried forward for 8 years provided the tax return is filed within the due date of the original tax retrun.