TaxBuddy and Dhan partners to simplify Capital Gains data extraction for investors and traders

Investing today is faster and more accessible than ever. Investors actively trade across equities, ETFs, mutual funds, and derivatives using modern platforms and advanced tools.

But when it comes to Capital Gains reporting, one common problem still exists, identifying and preparing the right transaction data.

Most investors download multiple statements and reports during tax season, but only a part of that data is actually relevant for Capital Gains computation. Different formats and large transaction volumes often make the process confusing and time-consuming.

To simplify this, TaxBuddy and Dhan have partnered together for a Capital Gains integration focused on extracting only Capital Gains-related transaction data from investment activities.

The integration helps users:

  • Extract Capital Gains transactions in a structured format

  • Separate relevant tax-related trades from broader trading data

  • Reduce manual filtering and reconciliation efforts

  • Improve accuracy while preparing Capital Gains summaries

As investing activity continues to grow, simplifying tax-related transaction workflows becomes increasingly important for modern investors and traders.

About TaxBuddy: @TaxBuddy

TaxBuddy is one of India’s leading tax compliance platforms, helping individuals simplify tax planning and ITR filing through technology-driven experiences, ecosystem integrations, and expert support. Trusted by over 1.3 million registered users, with 1 million+ app downloads, a 4.9 Google rating, and nearly 17,000+ Google reviews, TaxBuddy is focused on making tax filing smarter, simpler, and less stressful for individual taxpayers. From tax planning to return filing, notice management and post-filing support, the platform is designed to deliver greater clarity, convenience, and peace of mind throughout the entire tax journey.

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Charges ?

The capital gains data extraction can be done free of cost.

@TaxBuddy What all free features that Dhan users can get with this collaboration? Which ones are paid. Can you give a detailed explanation of it?

Dhan users can access several benefits through the TaxBuddy partnership.

Free benefits include:

  • Access to TaxBuddy AI for tax-related queries before purchasing a filing plan (available for both DIY and Assisted filing journeys).
  • Free email-based tax queries support by writing to [support@taxbuddy.com] and mentioning that they are Dhan users.
  • Direct fetching of capital gains statements from Dhan, eliminating the need to manually download and upload reports.

Paid benefit:

  • TaxBuddy’s ITR filing services (DIY and Assisted Filing) are paid. However, Dhan users receive an exclusive 20% discount on TaxBuddy’s ITR filing plans.
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good initiative but i just saw the pricing and it’s costly compared to local solutions. for FnO filing plan you’re offering from 2999/- onwards, locally it can be done from 999/- onwards. will explore more and see what other benefits are there.

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Well I believe Taxbuddy premium is pulling the data and setting it up properly. The rates of other plans are expensive as well. If you know how to build balance sheets, it should be fine. Dhan already had the integration with Quicko and their rates are cheaper.

I used Taxbuddy last year and had a poor experience. I hope the product has been revamped substantially.

How to use this feature? not able to find it inside dhan dashboard.

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I found it in dhan journal.

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