We canât just rely on the consolidated amount and file the return. There is requirement to give the quarter wise breakup etc. Show me any broker who is not providing the sell and buy date for the transaction report. How many transactions you have ? You are dealing only in equity or FNO also ? HAve you filled the ITR ?
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Who asks for quarter wise break up ? Which ITR form are you filling ?
I do only FnO. I audit and file returns in Sep. Last AY I used Dhan statements only and filed. This year also that is the plan as for FnO PnL statement values are matching with my recorded values.
For FNO consolidated amount is fine but same is not the case with LTCG and STCG. Anyways all the brokers are giving the date wise transaction for FNO also
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@PravinJ can you please fix this. People are facing lots of issues with their tax reports.
Oh k. I think it is for computing advance tax liability. By the way the AGTS I got in email has all my trades (not Tax pnl one). I am not sure about u r case. Now since Tax report in Dhan is deficient of buy-sell dates that seems to be a feasible data doc to compute quarterly STCG. Another option is to use the exchange trade list that you can download to generate the required information. More work and more pain definitely.
@t7support the templates and therefore the data contents of the statements offered by Dhan IS WRONG INCOMPLETE AND HAS MISMATCHES SO MANY PLACES
Wrong format is the reason why cleartax, Quicko etc â are unable to import data and properly tell the tax â like they are able to do with zerodha, angel one, upstox and other brokers. Only this import of data is failing with moneylicious (dhan).
If moneylicious (dhan) seriously cares for their subscribers, then they MUST IMMEDIATELY CHANGE THEIR CAPITAL GAINS STATEMENT template by including the following details:
SCRIP WISE BUY DATE, SELL DATE, Transaction details (buy side), Transaction details (sell side)+ CAPITAL GAIN/LOSS ACCRUED â to enable the subscriber file their ITR correctly and smoothly â like what zerodha and other competitors already has
Plus moneylicious (dhan) MUST add â drop down option called âCAPITAL GAINS STATEMENTâ which has each of the above enlisted details segregated in them. Such report should be simply be able to as-is upload by the subscriber user onto income tax website â for filing ITR (just think how much hassle a non technical user is facing because of this moneylicious (dhan) wrong capital gains template and data mismatches)
They must remove useless reports â like Tax PNL report , PNL report â which have incomplete mismatching data which is trash (effectively)
moneylicious (dhan) has good charts and interface â SO I subsribed instead of other established brokers â but now I am facing SOOOO MUCH harassment and forced to file wrong ITR just because they cant or dont want to give details required by taxation authorities-- THIS IS UNACCEPTABLE to law abiding citizen like me
Already the life of trader is hell with so much jump of taxes and highly volatile markets â instead of supporting us by at least PROACTIVELY testing and improving services and statements/reports formats, contents â which would ensure smoother fast experience to us when filing ITR, moneylicious (dhan) is creating hurdles and hiccups â this IS PATHETIC
@encore
as you know broker platforms earn so much commission from traders â for each TRANSACTION â both at buy and sell side, so at least their basic PROFESSIONAL AND ETHICAL DUTY is to ensure subscriber life becomes easier â and tax compliant â by proactively offering us correct (customizable) formats and templates with CORRECT AND COMPLETE, NON-MISMATCH DATA . We should just need to import/export these reports to the income tax authorities â when filing ITR
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@VAggarwal The capital gain statement with datewise entry and exit has been provided to you yesterday by the customer support team. Incase you have any queries on the same, please write to us at help@dhan.co, we would be happy to help!
@thisisbanerjee As said earlier, we would be revamping the statements and reports section on Dhan. Our work on the data front is just on the verge of completion and UI revamp is progressing in parallel. This will be launched soon!
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Thanks @iamshrimohan, I hope with the new backend we would be able to use Quiko or cleartax seamless integration.
@thisisbanerjee @nx.vijay Yes, though we dont try to compete with others but can ensure to give a seamless experience to our users as our product building philosophy is based on user feedback and suggestions which we get from users on community and different channels.
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@VAggarwal As rightly said by @t7support, Tax authorities get this data independently. We do not share our clients data anywhere except the exchanges where it has to be sent for reporting and other purposes.
All our statements are accurate with respect to data. While we are working on the UI and UX, templates will be revamped to make them more user friendly and seamless. Likewise, we have already started development of scripwise - datewise PNL and Tax PNL, we are testing all the cases before launching to ensure a smooth experience.
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What about me @iamshrimohan ? For last three four days i am getting response that it will be resolved in next 24 hrs.
- Date wise capital gain statement
- ATGS - doesnât list the all the commodities entries
- Turnover calculation in Tax PNL and PNL is different
@PankajJ do share your UCC over DM, ill get this checked.
- Will send you by making that report manually
- AGTS will check
- Turnover as per ITD is the absolute value of gain and loss for FNO.
Yes and the competitors upload import of capital gains statement onto ITax website is smooth ⌠no hassle no glitches no manual extra effort needed AND IT FULLY MATCHES the tax details on the income tax portal automatically by default
Let us see what reports and functionality dhan adds offer nowâŚ
I have clearly mentioned the CAPITAL GAINS statement format and required details which dhan MUST PROVIDE without further delay to users. So that the users are no more harassed when filling ITR
Why we should do additional manual book keeping of capital gains. The broker must provide those by keeping incremental transaction records collated into the form of capital gains statements
For now my issue has been addressed after rigorously pursuing⌠with dhan
@iamshrimohan @Dhan_Cares you should consider looping in representative set of end users like me to participate in the acceptance testing of the enhanced reports and functionality which you claim are nearing finalising and presumable being launched by the end of this month itself.
I would like to be sure they fully meet the tax authorities requirements⌠else you can make some midway correction
I am open to support the testing of the interface and report data contents.
Fast and timely improvements specially those which are crucial and urgently required for legal taxation compliance MUST ALWAYS BE TOPMOST PRIORITY of @Dhan_Cares
@iamshrimohan donât give this philosophical jargon that you donât bother for competing⌠everyone has to and everyone does compete
Is game of survival of the fittest⌠speed and accuracy of data is what differentiates a successful or struggling trader
I am not saying blindly copy your competition, else I would have shared the zerodha capital gains report template here.
What I am saying is that @Dhan_Cares must provide to its subscribers correct proper information and capital gains details in proper format and seamlessly importable templates as demanded by the income tax authorities â to ACTUALLY SUPPORT the trader smoothly file correct ITRs without hassles
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Totally support @VAggarwal
@iamshrimohan : can u please compete this time for your customers!!! its a humble request 
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ShriMohan,
Sent you the DM. See the response from the support Team. I need the date wise capital gains report. My CA is waiting for the same.
Dear Pankaj,
Greetings from the team at Dhan.
Weâve stopped the integration with quicko for now and LTGS & STGS doesnât have dates mentioned on the same, weâve made a note of your suggestions.
Hope this helps.
Best Regards,
Samuel
Dhan Customer Care