Quicko and Dhan partner up to provide Tax Planning and Filing for investors and traders

hindi mai bole tho “patha nahi kida karne ka kya shok hai”
@thisisbanerjee

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Hi @HIR,

We are working with Dhan’s team to resolve these issues. Kindly drop us an email at help@quicko.com so we can assist you.

@quicko
already mailed on 3rd of July


still waiting

I have also posted issues with Quicko - Dhan integration multiple times last year. Sent multiple emails last year also. Still we are stuck at issues with Quicko - Dhan integration. This needs some serious thought and effort to fix if this is advertised like this. We would have been delighted to use the feature had it been working well.

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@thisisbanerjee I am building a custom journal tool using Dhan statement api. I am able to fetch data using it. So if @vin says he cannot import, it is very likely a @quicko issue.

I have requested @RahulDeshpande not to unlist posts. Am positively hopeful.

Old friends have only one intention. To make dhan better which will give us a better broking platform to trade and invest with… :hugs:

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Something is wrong with Quicko. This year, it’s showing multiple nonsense errors after importing Dhan data. No problem at all with Cleartax. I only had to edit the buy price of my IPO allotments as Dhan doesn’t provide that automatically.

It fails to import from cleartax for me. I think FNO data is the issue

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Issue is with the Dhan reporting. I am able to connect and get details from multiple broker in cleartax and quicko. Dhan is not working because there reports are worst.

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:point_up_2: May be @quicko has dev work finished with other brokers. Dhan integration may be work in progress for them.

No. Dhan report is the issue. Cleartax is also not able to process the Data from Dhan

agreed

@Poornima @Pravinj
why is no one from dhan replying? is this a Quicko issue or a dhan issue?

Dhan issue as I tried importing on cleartax also and everything is wrong.

Yes Seriously, need to halt trading till we have assurance that this will get resolved. who can process the transactions manually.

@encore please share here the URL you are using to import the dhan reports and prepare the ITR?

As I see the quicko website does not have dhan in their enlisted brokers with whom they are integrated and support filing of ITR

@PankajJ as is clears the issue is with dhan reports – so what you are doing to file the ITR – keeping the fact that dhan is given wrong and non-detailed STCG, LTCG …

We need SCRIP WISE, TRANSACTION WISE, BUY DATE, SELL DATE + CAPITAL GAINS/LOSS details WHICH MATCHES what @moneylicious @Dhan has reported to income-tax department

I am thinking on same thing on what to do ? Trying to analyze the sheet to see if we can get something. You can also download All Exchange Transaction Sheet. That will give some clue on how to handle this.

@VAggarwal @PankajJ are u saying that the STCG and LTCG shown in Dhan Tax PNL statement is wrong ?

I think you can cross check this in AIS inside your income tax e-filling account.

@t7support yes, there are several mismatches between what taxes @Dhan has reported to income tax authorities vs what the AGTS worksheet details has .
The downloaded PNL report and Tax PNL report should not be used – as that total value reporting will be incorrect

Also you see integration platforms like Quicko no longer support dhan – because dhan has major issues in the Tax PNL reports and PNL reports – which are not.
Dhan MUST immediately email to users – SCRIP WISE BUY DATE, SELL DATE, Transaction details + CAPITAL GAIN/LOSS ACCRUED – to enable them file the ITR correctly

In my situation, I have already provided dhan with the clear coloring of the mismatches days ago, but they are struggling to give resolution

and I understand that @PankajJ is also facing issues of missing transactions

I don’t think broker reports to income tax department. It is fetched by income tax authorities itself from your DEMAT account transactions.

@iamshrimohan is this the case ?