How to add income from Intraday and F&O?

If you’re trading in Intraday and Futures & Options (F&O) segments, it’s important to know that these activities are considered business income and are reported under the Business and Profession (B&P) category. 

As Intraday and F&O is considered as a business income, you are required to file ITR 3

Steps to add Intraday and F&O income

Here are ways to add your Intraday and F&O income:

• Import from Broker's apps

You can connect your broker’s app directly from the top brokers integrated with us.

• Navigate to File > Business & Professions > Add Business 
• Select Trading Securities - Intraday and F&O > Import from Investment Apps
• Choose your broker, click Connect, and log in to your account.
• Once connected, your trading data will be retrieved automatically.

Broker isn't listed with us? Don't worry,  you can still import your data using an Excel Template or Add Manually.

• Import using P&L report
  If you have multiple settlements, upload your Profit & Loss (P&L) report.

1. Navigate to File > Business & Profession > Add Business 
2. Select Trading Securities - Intraday and F&O  > Upload P&L report
3. Proceed by entering Business details
4. Fill in your trade details according to the broker’s P&L report.
5. Upload the P&L report and you are all set.

• Add Manually
  If you have few settlements, you can add trade details manually.

1. Navigate to File >  Business & Profession > Add Business
2. Select Trading Securities - Intraday and F&O > Add Manually
3. Proceed by entering your Business details. 
4. Fill in the required fields for Future & Options and Intraday
5. Once details are entered, click on Save.
   

   
   

• How to import Intraday and Futures & Options income using an Excel template?
• How to add Intraday and Futures & Options income manually?

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