Incomplete Year end Tax Reports

Product Feedback 🗣️
3

Yes, for example in zerodha they provide very nice layout in excel which are required for filing ITR, please Dhan try to bring out better backoffice reports. Thanks.

1 Like
4

@PravinJ @Anirudha ,

If backend reports can be integrated to Quicko, it also ensures that no IT use case (Long Term P&L, Short Term P&L, Intraday P&L, F&O P&L, Turnover, Dividend, Charges) is left out.

3 Likes
5

Is this sorted now. You just can’t waste time in typing pdf contract notes in excel or pay unnecessary money to CA to find basic details like STT, Brokerage, etc.?

I thought this platform wanted us to trade and not work like a data operator !!

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6

Hi @yachna Welcome to the Dhan community!

This has already been picked up, will be sorted shortly.
You can be rest assured, filing returns for this FY will be seamless.

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7

Thanks Shrimohan. A reference can be taken from Fyers or Zerodha reports. Taxation is a very important part of this.

I have just moved to this platform and this is a big gap. Please get this sorted. I will wait for next few weeks and decide.

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8

Hi @yachna @Chillax28 @t7support @hardshock we are now integrated with Quicko for easy tax planning & filing. Read more on this here - Quicko and Dhan partner up to provide Tax Planning and Filing for investors and traders

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9

Hi Shrimohan,

Can you please share from when can I get this report as per your earlier assurance?

Thanks,

10

Hi @yachna just a few couple of fixes and it would be launched soon. Possibly by next week.

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11

Hello !!

Any updates please?

Thanks

12

Hi @yachna apologies for the delay here. We got a few bugs while developing this, fixing them on priority. We will inform you as soon as it is done.

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13

So post this , the ATGS year end statement will be resent right @iamshrimohan

14

@pavz Sending AGTS within 30 days post FY closing is a mandatory step by SEBI. So we would not be re-sending that again. However, we would be plugging in the AGTS on the Statements and Reports section so that users can fetch as and when required.

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15

The following details are still missing from the Tax report and causing issues while filing tax returns.

Purchase date
Sale date
Dividend along with respective dates
STT, brokerage, stamp duty, GST, etc

It has been one year and basic data such as the above are yet to be added.

2 Likes
16

yes , feels pathetic , on one side showcasing as the best broker and on another side unable to fix basic issues. i have decided to stop trading / investment unless they fix these basic issues.

1 Like
17

This was supposed to be fix by now. Shocking to know that this issue hasn’t been fixed yet.

18

It is seriously baffling how Dhan is turning a blind eye to such basic necessities.

I have stopped trading on Dhan because of the tax filing issue.

19

Any updates regarding this. Last date for submitting IT return is this month 31st. Why this issue is not resolved? @iamshrimohan @shraddha @Dhan

Purchase date
Sale date these are must to file tax. New IT site requires this.

20

Hi @pulsetrader

The team is working on it, and will be resolved soon.

21

@RahulDeshpande when it available ? Will it be available before 31 july, means before last date of IT filing ?

22

is there any update regarding this? Only 2 week left for final date of IT submission. @RahulDeshpande @iamshrimohan @shraddha @Dhan @Dhan_Help