Capital Gain Template for Income-tax return filing
STEP 1: Select Name of Broker
Select the name of the broker / trader below. If your broker is not listed, click the 'report an error' at the bottom of the page and let us know. We will incorporate it for you.
STEP 2:
STEP 2: How to download file?
Zerodha - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet 'Tradewise Exits'
CAMS - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet 'TRXN_DETAILS'
Axis - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with the word(s) 'Equity'
ICICI Direct - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with the word(s) 'Capital Gains'
ShareKhan - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with the word(s) 'CapitalGain'
UpStox - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with the word(s) 'P&L Details'
HDFC - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with named your account number e.g. 234102
Funds India - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet 'sheet1'
IIFL India - Download the Excel Report from portal and upload in Step 3 below. Read detailed instructions here.
Ensure that the excel sheet contains sheet with the word 'PnLRealised'
STEP 3: Select Broker File (excel)
Upload the excel (*.xlsx or *.xls file downloaded as described in step 2 above.)
STEP 4: Download the *.mtr file
Download the myITreturn Capital Gain file (*.mtr) file (green button below) and upload it on myITreturn in the capital gains screen. For this you will need to create a login and start filing data on myITreturn.com. On the capital gains screen you will be prompted to upload this file. Your Capital Gain records will automatically be imported.
STEP 4: Import and continue
Click the Import and Continue button to continue
| Action | Version - 2021 | Type of Asset | ISIN Number | Security Name | Quantity | Acquisition Date | Acquisition Rate | Acquisition Value | Fair Market Value (FMV) | Dividend Stripping | Sale Date | Sale Rate | Sale Value | Expenditure Incurred on Transfer | Imported | STT Paid |
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