How to import/upload bond investment data?

Taxation
1

@Quicko How to import/upload bond investment data? I can’t see any option to upload excel or integrate with apps like wintwealth, goldenpi.

Can you please comment on how to show bond investment profit?

2

One of the biggest issues with managing a bond portfolio, is lack of standardization amongst the bond platforms. The association may come up with something in the future.

3

@Quicko Can you please comment?

4

Hello @Abhijit

Our business team is actively working to add more integrations for customers. For now, you can use the excel template of Quicko and add the trades. You can refer our help center article for the same:

Thanks

5

@Quicko
Thanks, any ETA for this? I don’t see any section where I can upload the bonds interest data. And what about the bonds capital gain? where to declare it?

6

Hello @Abhijit

Our integration with Wintwealth is live. You can directly upload the Wintwealth report on Quicko to file your tax return.

Thanks