Need help reporting Capital Gains in your ITR?
If you have sold shares, mutual funds, ETFs or other securities during the financial year, the resulting profit or loss may need to be reported in your Income Tax Return under the applicable capital-gains provisions.
Entering a large number of transactions manually can be time-consuming. myITreturn provides a Shares and Securities Data Importing Tool that allows you to upload a supported broker's Capital Gains statement, review the imported transactions and obtain a summary of your short-term and long-term capital gains.
You can start the Capital Gains import process without signing in and proceed with your tax filing after reviewing the imported information.
What can you import using this tool?
The Capital Gains – Securities tool can be used for eligible transactions such as:
- Delivery-based listed shares
- Mutual funds
- Exchange Traded Funds (ETFs)
- Bonds and other supported securities
The tool reads transaction-level information from supported broker statements and prepares the imported data for review.
Important: Land or building transactions should be reported separately under the relevant Capital Gains section. Intraday transactions and Futures & Options (F&O) should not be treated as ordinary securities capital gains and must be reported under their applicable income sections.
What should you keep ready?
Before starting, download the appropriate Capital Gains or Tax P&L statement from your broker or investment platform.
Where available, use a:
- Capital Gains Statement
- Tax P&L Statement
- Trade-wise report
- Scrip-wise Capital Gains report
- Mutual fund Capital Gains statement
Make sure you select the correct financial year while downloading the statement.
Where the importer asks for a broker file, use the supported Excel format provided by your broker instead of converting a PDF into Excel.
Step 1: Go to myITreturn.com
Visit myITreturn.com and go to the Important Tools section.
Step 2: Open the Shares and Securities Data Importing Tool
Select the option:
Shares and Securities Data Importing Tool for Income-Tax Filing
This tool allows you to upload your broker's Capital Gains statement and import eligible transaction details.
Step 3: Select your broker or investment platform
Choose your broker or investment platform from the available list.
Follow the instructions displayed for the selected broker and download the required Capital Gains or Tax P&L report for the relevant financial year.
If your broker is not available in the list, you can use the myITreturn Capital Gains template and enter the transaction details in the prescribed format before uploading it.
Step 4: Upload the Capital Gains statement
Upload the Capital Gains statement downloaded from your broker.
The system will process the file and read the eligible transaction details available in the statement.
Depending on the broker and statement format, the imported information may include:
- Name of security
- Purchase date
- Sale date
- Quantity
- Sale value
- Cost of acquisition
- Transfer-related expenses
- Short-term or long-term classification
- Other information required for Capital Gains reporting
Step 5: Review the imported data
After the statement has been processed, review the imported transactions carefully.
The system may display separate summaries for:
- Short-Term Capital Gains
- Long-Term Capital Gains
- Total purchase value
- Total sale value
- Capital gain or loss
Do not proceed only on the basis that the file was successfully uploaded. Check the imported information against your broker statement.
Pay particular attention to:
- Purchase and sale dates
- Quantity
- Cost of acquisition
- Sale consideration
- Duplicate transactions
- Missing transactions
- Rejected or incomplete records
- Short-term or long-term classification
Step 6: Review the Capital Gains Summary
Once the transactions are processed, the tool will provide a summary of the imported Capital Gains data.
Review the summary to ensure that the values broadly reconcile with your broker's Capital Gains or Tax P&L statement.
Step 7: Download the processed data
After reviewing the information, click the Download button to download the processed data in the available format.
You can then use this information while proceeding with your Income Tax Return filing.
Before filing your ITR
Importing the broker statement helps reduce manual data entry, but you should still verify the information before filing.
Consider reconciling the imported transactions with:
- Broker Capital Gains Statement
- Tax P&L Statement
- Demat statement
- Contract notes, where required
- Annual Information Statement (AIS)
- Taxpayer Information Summary (TIS)
- Mutual fund statements from other platforms
- Transactions through any additional broker accounts
If you used more than one broker or investment platform during the financial year, make sure transactions from all relevant accounts are considered.
Capital Gains, Intraday and F&O are not the same
A common filing mistake is to import every stock-market transaction into the Capital Gains section.
The appropriate tax treatment depends on the nature of the transaction.
| Transaction | Where it is generally reported in myITreturn |
|---|---|
| Delivery-based shares | Capital Gain – Securities |
| Mutual funds and ETFs | Capital Gain – Securities |
| Bonds and eligible securities | Capital Gain – Securities |
| Land, flat or building | Capital Gain – Land and Building / relevant Capital Gain section |
| Equity intraday trading | Intraday / speculative business income section |
| Futures & Options | F&O / business income section |
Correct classification is important because the tax treatment and reporting requirements can differ substantially.
What if your broker is not listed?
If your broker or investment platform is not directly supported:
- Select the myITreturn option from the broker list.
- Download the blank myITreturn Capital Gains template.
- Open your broker's Capital Gains statement.
- Enter the required transaction details in the corresponding columns.
- Do not change the structure or column names of the template.
- Save the completed file.
- Upload the file using the same import facility.
- Review the imported records before proceeding.
Common mistakes to avoid
1. Uploading only a summary statement
A summary showing only the final profit or loss may not contain enough information for accurate Capital Gains reporting.
Use the detailed Capital Gains or transaction report requested by the importer.
2. Selecting the wrong financial year
Make sure the statement relates to the financial year for which your Income Tax Return is being filed.
For AY 2026-27, the relevant financial year is FY 2025-26, i.e. 1 April 2025 to 31 March 2026.
3. Converting a PDF statement into Excel
Where the importer asks for an Excel broker statement, download the original Excel report from the broker rather than converting a PDF into Excel.
4. Ignoring transactions from another broker
If investments were sold through multiple brokers or platforms, make sure all relevant transactions are reported.
5. Treating F&O or intraday transactions as Capital Gains
F&O and intraday transactions have different income-tax reporting treatment and should be entered in their respective sections.
6. Filing without reviewing imported transactions
Always review the imported short-term and long-term transactions before using the data for return filing.
Conclusion
The myITreturn Shares and Securities Data Importing Tool simplifies the process of reporting Capital Gains from shares, mutual funds and other supported securities by reading eligible transaction details directly from broker statements.
While importing reduces manual data entry, taxpayers should still reconcile the results with their broker statements, AIS, TIS and other investment records before completing the Income Tax Return.
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