How to upload brokers / traders Capital Gain Securities details in myITreturn?

myITreturn allows you to import transaction-level details for shares, securities, mutual funds, intraday, F&O from supported broker statements. Other transactions, such as land or building sales must be reported in their respective sections.

This guide explains how to correctly classify, upload and validate each type of statement.

Understand Where Each Transaction Must Be Reported

What You Need Before Starting

Keep the following documents ready:

• Capital-gains or tax P&L statement for the correct financial year
• Trade-wise or scrip-wise capital-gains report
• Mutual-fund capital-gains statement
• Intraday and F&O segment-wise P&L
• Contract notes and ledger statement
• Demat transaction statement
• AIS and TIS downloaded from the Income-tax Portal
• Details of transaction charges and other allowable expenses
• Purchase and sale documents for land or building
• Details of capital-gains exemptions, where claimed

Step 1: Start or Continue Your Tax Filing

Sign in to myITreturn and select the relevant member or PAN.

Start a new return or continue the existing return for FY 2025–26 and AY 2026–27.

Answer the income-source questions correctly. Select the applicable options.

Your answers help myITreturn determine which Income schedules and ITR form are required.

Step 2: Open the Securities Import Facility

Proceed to the Securities – Capital Gain screen.

You can either:

• Select + Add Securities to enter transactions manually; or
• Select Import Data from Broker/Traders Sheet to upload a capital-gains statement.

The myITreturn importer can read eligible broker capital-gains statements and prepare transaction records for review.

Step 3: Upload a Statement from a Supported Broker

Click Import Data from Broker/Traders Sheet and select your broker or investment platform from the displayed list.

Follow the broker-specific instructions provided on the screen to download the correct report. Normally, you should select:

• The relevant financial year
• Tax P&L or capital-gains report
• All relevant equity or investment segments
• Excel as the download format

Click Choose File and upload the downloaded statement.

Depending on the importer displayed, the system may process the records directly or generate a myITreturn-format file for import into the Securities screen.

The list of brokers from whom CG statement in directly supported:
Groww, Zerodha, Angel One, Upstox, ICICI Direct, Kotak Securities, HDFC, Motilal Oswal, SBI, Paytm Money, Sharekhan, 5paisa, Axis Securities, Geojit, Edelweiss, Integrated, Reliance, Karvy, NJ Wealth, RKSV Securities, CAMS, Kuvera.
 

Step 4: Use the myITreturn Template if the Broker Is Not Listed

Where your broker, registrar or mutual-fund platform is not available in the list:

1. Select the myITreturn option in the broker list.
2. Download the blank myITreturn Capital Gains template.
3. Open your broker or mutual-fund capital-gains statement.
4. Copy each transaction into the corresponding columns of the myITreturn template.
5. Save the completed workbook.
6. Upload it through the same import screen.
7. Review the imported records and select Import and Continue.

Step 5: Import Shares and Mutual Funds Correctly

For shares, ETFs and mutual funds, check that the template or broker statement includes the information required to calculate the gain, such as:

• Security or scheme name
• ISIN, where available
• Purchase date
• Sale date
• Quantity
• Sale value
• Cost of acquisition
• Transfer expenses
• Applicable asset category
• STT status, where relevant

For long-term listed equity or equity-oriented fund units acquired before 1 February 2018, Fair Market Value information may also be required for the grandfathering calculation under section 55(2)(ac).

The AY 2026–27 validation rules check the relationship between quantity, sale price, total sale value, cost of acquisition, Fair Market Value and the resulting gain in Schedule 112A.

Step 6: Review Imported Securities

After processing, myITreturn will display the imported records and their capital-gains summary.

Review the available tabs, including:

• Summary
• Long Term
• Short Term

Use the available options to:

• Correct an individual record
• Delete an incorrect record
• Add a missing transaction
• Import another broker statement

Step 9: Add Statements from Other Brokers or Platforms

Where you used more than one broker, demat account or mutual-fund platform, import each statement separately.

After every additional import, verify that:

• Previously imported records have not been duplicated.
• The new statement covers the correct financial year.
• Transactions transferred between brokers have not been treated as sales.
• Opening holdings purchased in earlier years carry the correct acquisition date and cost.
• Mutual-fund redemptions from all folios have been included.

Do not rely only on one consolidated P&L if you also held investments through other brokers or registrar platforms.

Step 10: Enter Land or Building Transactions Separately

Go to:

Income → Other Capital Gain/Capital Gain [Land and Building] → Add Capital Gain Details

Enter the information requested for the property and select Save. Each land or building transaction must be entered separately. The Income-tax Department’s ITR-2 guidance specifically requires separate computation for each land or building transferred.

Keep the following details ready:

• Property address
• Ownership percentage
• Purchase and sale dates
• Actual sale consideration
• Stamp-duty value, where applicable
• Purchase cost
• Cost of improvement
• Transfer expenses
• Exemption details under sections such as 54 or 54F, where applicable

Step 11: Enter Equity Intraday Trading Details

Intraday equity transactions are not delivery-based capital-gains transactions.

Select the relevant member and go to:

Income → Speculative Income – Intraday

Use the intraday section of your broker’s tax P&L to enter the figures requested on the screen. Save the details and review the result under the summary or computation section.

Step 12: Enter Futures and Options Details

Go to:

Income → Business Income – Future and Options

Enter the figures requested from your F&O P&L and save the record. Review the result in the summary or detailed computation.

Where applicable, also verify:

• F&O turnover
• Gross profit or loss
• Allowable trading expenses
• Depreciation or other business adjustments
• Books-of-account requirements
• Tax-audit applicability

Tax-audit applicability should not be decided only from the net profit or loss shown in the broker statement.

Step 13: Reconcile the Imported Information

Before proceeding, reconcile the myITreturn figures with:

• Broker capital-gains report
• Tax P&L
• Contract notes
• Demat statement
• Mutual-fund capital-gains statement
• AIS and TIS
• Your own investment records

Step 14: Complete the Final Data Checks

Verify the following before continuing:

Financial-year check

The statement must cover transactions from 1 April 2025 to 31 March 2026 for AY 2026–27.

Transaction-date check

The sale date must fall within the selected financial year. Purchase dates may belong to an earlier year.

Quantity check

The total quantity sold should agree with the broker statement after accounting for bonus issues, splits, mergers and other corporate actions.

Cost check

Verify the actual purchase cost, grandfathered cost and improvement cost, as applicable. Do not use the closing market value as the purchase cost unless specifically permitted.

Duplicate check

Confirm that the same statement or transaction has not been imported more than once.

Total check

Confirm that the short-term and long-term totals in myITreturn match the corresponding broker summaries after necessary tax adjustments.

Error check

Step 15: Review the Detailed Computation

Open the income summary or detailed computation and check:

• Short-term capital gain
• Long-term capital gain
• Intraday speculative profit or loss
• F&O business profit or loss
• Current-year loss set-off
• Brought-forward losses
• Losses eligible for carry forward
• Applicable special-rate income
• Final taxable income

The current ITR forms require business, speculative-business and capital-gains figures to agree with their corresponding schedules.

Common Upload Mistakes

Avoid these common errors:

• Uploading a PDF instead of the required Excel report
• Selecting the wrong financial year
• Uploading only the first page or summary sheet
• Combining capital gains, intraday and F&O figures
• Uploading the same broker statement twice
• Removing columns from the myITreturn template
• Entering mutual-fund dividend income as capital gains
• Ignoring bonus, split or merger adjustments
• Using sale value as profit
• Entering property sales through the Securities importer
• Continuing without correcting rejected transactions
• Failing to import statements from every broker or mutual-fund platform

Conclusion

Use the Capital Gain: Securities importer for eligible delivery-based shares, securities and mutual-fund transactions. Use the myITreturn blank template where the broker is not listed. Enter every land or building separately, and report intraday and F&O figures through their dedicated business-income sections.

After importing, reconcile the records with your P&L, contract notes, demat statements, AIS and mutual-fund statements before completing the return.

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