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

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 now…

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 don’t give this philosophical jargon that you don’t 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 – to ACTUALLY SUPPORT the trader smoothly file correct ITRs without hassles

:writing_hand:

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Totally support @VAggarwal

@iamshrimohan : can u please compete this time for your customers!!! its a humble request :sob:

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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.

We’ve stopped the integration with quicko for now and LTGS & STGS doesn’t have dates mentioned on the same, we’ve made a note of your suggestions.

Hope this helps.

Best Regards,
Samuel
Dhan Customer Care