Add Capital Gains manually from sale of Securities

If you are an investor having Capital Gains transactions, but your broker isn't listed with us? 

No worries, you can still add them manually. 

Steps to add Capital Gains manually:

Here are ways to add Capital Gains manually:

1. Navigate to File > Capital Gains > Add Securities
2. Select Add Manually
3. Proceed by entering Account details
4. Choose the nature of settlement you want to add
   • Tradewise - reporting each trade or transaction individually
   • Scripwise - consolidates all transactions of the same scrip into a single summary 
5. As per Broker's Tax P&L report, enter the following details:
   
   

   Details	Tradewise	Scripwise
   Asset Type	Categorize as Equity / Debt / Other	Categorize as Equity / Debt / Other
   Listed or Unlisted	Specify if the asset is Listed or Unlisted	Specify if the asset is Listed or Unlisted
   Description	Enter the name of the specific trade	Enter the name of the consolidated scrip
   ISIN	For each trade	For any one trade of the same scrip
   Quantity	Enter the total quantity purchased in a single transaction	Enter 1 entry for the same scrip
   Buy Date and Sell Date	Specify the Buy Date and Sell Date for each trade	Not applicable
   Holding Period	Not applicable	Specify as Long Term or Short Term based on holding duration
   Buy Price and Sell Price	Enter the Buy Price and Sell Price per unit	Enter the total Buy Price and Sell Price for the same scrip
   FMV	Provide Fair Market Value where applicable	Not applicable
   Transfer Expense	Enter the Transfer Expense incurred for each trade	Enter the total Transfer Expense for the same scrip

Once the details are saved, the system will automatically calculate the P&L.

Need help with adding Intraday and F&O trades manually? Here's the detailed guide:

• Add Intraday and F&O trades manually

Still need help? You can raise a ticket to get in touch with us.