Import capital gains from broker statements

ThynkTax accepts capital gains statements from every major broker and registrar.

Supported sources

• Zerodha Console - Tradewise P&L download
• Groww - Capital Gains Report
• ICICI Direct - Capital Gain Statement
• HDFC Securities - Capital Gains report
• Upstox - P&L statement
• CAMS - Mutual Fund Capital Gain Statement (covers ICICI / SBI / HDFC / Aditya Birla / Kotak / DSP / etc.)
• KFintech - Mutual Fund Capital Gain Statement (covers Axis / Tata / Mirae / Edelweiss / etc.)

Import flow

ITR → Returns → \[id\] → Schedule CG → Import

1. Pick source
2. Upload the file (usually .xlsx or .csv)
3. ThynkTax parses, classifies each row as STCG/LTCG by holding period, and maps to the right ITR schedule:

- CG-A1 - STT-paid listed equity (Section 111A) - CG-A2 - LTCG on STT-paid listed equity (Section 112A) - CG-A3 - Other STCG - CG-A4 - Other LTCG with indexation - CG-A5 - Slump sale, etc.

1. Indexation auto-applied where eligible (using CBDT-notified CII)
2. Section 112A grandfathering rule applied for shares acquired before 31 Jan 2018

Mutual fund SIPs

CAMS / KFintech statements include the SIP-level cost; each instalment's 3-year lock-in tracking is automatic, so ELSS SIP units automatically classified as LTCG on redemption.

Reconciliation against Form 168

Form 168 may show "Sale consideration" reported by the depository / clearing corporation. ThynkTax cross-checks the imported P&L total against the Form 168 figure and flags mismatches.