Dhan F&O IT return filling issue in Quicko, cleartax and other platforms

@Dhan , @MahimaShah @quicko Brokerage platform means not only trading but providing after service like other brokers Zerodha, Groww, Upstox the main difference with them and you is IT return filling : Main issue is IT return filling time we fetch brokers data to file returns by built local app connection, Here comes the real problematic puzzle cleartax platform does not support F&O data fetch from Dhan only Equity, Next Quicko supports all segments, but failing so many times to fetch correct data either mismatch or failed to sync, I raised the issue with both teams, Cleartax said they are working Dhan F&O feature, will be available next FY, while Quicko saying working with technical team to resolve the issue from more than a month. I am unable to file IT return because I used the Dhan platform for F and O trading as other broker data fetched matched expect Dhan, I dont know what is the back end going please contact and resolve the issue between yours and tax filing platforms or approach yourself to offer better service to your customers.

@Rem_555 This will always be a problem as the data structure is not uniform. It’s better to learn where the data goes in your ITR so that discrepancies are identified and understood clearly.

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@nitishbangera did you file ITR of F&O which platform do you used or how you calculated and filed can you give me example

Yes.
How to book loss and what are the charges we can include in expense . Please advise

@Rem_555 I have a Groww account too and I use Cleartax so that it creates a final ITR preview. Looking at it, I use the normal Incometax.gov.in to do the final filing. With the ITR preview, you get to know the ITR and the sections that you should select. Have been doing this for the last 3 years. Before that, Cleartax was my goto platform but after that they started charging high.

@pavz You should book losses before the last trading day of the financial year i.e. last trading day in March. If you are doing Tax loss harvesting, book losses and then buy the same scrip the next day. The report from Dhan and Groww will give the details of STCG, LTCG and Derivative PnL along with all the charges levied.

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as you said i done manual calculation and cross checking, felt easy to do ourselves than depending on these portals, thanks for encouraging

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Thanks for flagging this, @Rem_555. Quick clarity: ClearTax F&O import for Dhan will be available this filing season (not next year). We’re in final testing with their team. In parallel, we’re working with Quicko on the mismatch/failed-sync issue and are targeting a fix next week. Appreciate your patience and please be rest assured, getting this right is a priority.

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thanks for working with ITR filling platforms and I hope the issue will be resolved as early as possible.

Hi @ravimukherjee, the issue persists. It’s been over a week. This is not the first time it has happened with Dhan. Last year, I faced the same problems with Dhan. I would rather switch to a broker with complete end-to-end features than one like yours. It’s so frustrating, always in the end!

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Hey Rishabh, agree this has been repetitive , probably one out of 100 might have been successful in dhan cleartax filing :slightly_smiling_face:

Better go for this