Basic data such as the following which is required for tax computation is not available in the tax report. This is seriously hampering our tax filing compliance.
Purchase date
Sale date
Dividend along with respective dates
STT, brokerage, stamp duty, GST, etc.
We need a better backoffice experience. We would like a PNL and Tax report to have everything needed for filling taxes with out any errors. Please support.
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.
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.
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 !!
@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.