Importing ETRADE statement in quicko

Taxation
1

Hi Quicko,

I need help with importing etrade statement in quicko.

I had RSU allotted and have sold in previous FY. How’s taxation done?

Thanks,

2

@Quicko can you.

3

@Quicko bhai reply kar do koi :slight_smile:

4

Hi @Shashikant_Sharma,

You can import your RSUs statement on Quicko using following 3 options:

  1. Using Capital Gains Template by Quicko - Read How to upload capital gains using Quicko Template
  2. Using Excel Import Utility on Quicko - Read How to upload capital gains using excel import utility?
  3. Add them manually - Read How to add capital gains manually?

Tax treatment of RSUs is the same as Equity Shares

  • STCG (<=12 months) = Taxed at 15%
  • LTCG (> 12 months) = Taxed at 10% (Above Rs. 1,00,000)

In case of Foreign or unlisted RSUs

  • STCG (<=24 months) = Taxed at Slab Rate
  • LTCG (> 24 months) = Taxed at 20% with indexation.

In case you need help you can ping us on [email protected] :slight_smile:

5

@Quicko
Hi,
Do we have to manually enter the figures like capital gains, Turnover, Speculative income etc in the “New vs Old tax regime” page, or does quicko import those details directly from the broker. Please advise.

6

Hi @bitte97, you can use our integrations with our broker partners to directly login and import all your capital gains and speculative income. In case you don’t see your broker, you can import the details using Quicko’s Tax P&L template.