Broker trade book or capital-gains report, demat statement, MF/CAMS-KFin gain statement, AIS extract. The agent reads the format and structures it — it does not compute the tax. Or skip and enter rows manually.
used only on the review-memo PDF
Upload .csv / .xlsx
Canonical ledger · review & correct
Transaction ledger
Every figure is editable — the agent assists, you sign off. Reconcile against AIS/TIS. For equity bought before 01-Feb-2018, enter per-unit FMV as on 31-Jan-2018 (grandfathering). Intraday and F&O are routed to business income, not Schedule CG.
Scrip / Unit
ISIN
Asset type
Qty
Buy date
Buy value ₹
Sell date
Sell value ₹
STT
FMV/unit 31-01-18
Gain (source) ₹
AIS reconciliation · optional
Reconcile the ledger against AIS / TIS
Paste or upload the AIS "Sale of securities and units of mutual fund" extract (or TIS). The agent reads it; the tool then matches it against the ledger above by ISIN and value — surfacing disposals in AIS but missing from your working (possible omissions) and value differences. AIS is a reporting source, not the tax computation — treat flags as review points. F&O / intraday turnover is excluded from this securities reconciliation.
Upload AIS .csv / .xlsx
ITR-shaped output
Compilation
Schedule CG (ITR-2/3), scrip-wise Schedule 112A, business-income items kept separate, and a review memo. Confirmed totals are split from provisional where rows have gaps.