Overview
Capital Gains or Losses from the sale of any capital asset must be declared at the time of ITR filing. EZTax.in makes this straightforward — stock brokers such as Zerodha, CAMS, Upstox, ICICI Direct, Groww, Paytm, Sharekhan, and HDFC Securities are directly integrated for statement upload. For other brokers, use the EZTax Universal Capital Gains Template to enter your transactions.
In addition, users can upload their AIS (Annual Information Statement) PDF to automatically fetch the capital gains information from shares and mutual funds. This allows users to directly import available transaction data without uploading individual broker statements, ensuring faster and more complete data capture before filing the ITR.
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8 brokers integrated
Zerodha, CAMS, Upstox, ICICI Direct, Groww, Paytm, Sharekhan, HDFC Securities.
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Universal Template
Works for any broker not directly integrated.
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All asset classes
Equity, debt, property, gold, derivatives, crypto.
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Auto-summary
Upload once, see broker-wise transaction summaries instantly.
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AIS PDF Upload
Upload AIS PDF to directly import capital gains from shares and mutual funds—no individual broker uploads needed.
4-Step Upload Process
From broker download to EZTax in minutes
1
Download the Capital Gains Template
Log in to EZTax.in › Income › Capital Gains Income screen. If your broker is not integrated, download the EZTax Universal Capital Gains Template (Excel) to record your transactions manually.
2
Select Your Broker
From the dropdown on the Capital Gains screen, select your broker. EZTax will display step-by-step instructions specific to that broker for downloading your Profit & Loss or transaction statement.
3
Upload Your File
Click Browse, select the downloaded broker statement or completed EZTax template, and upload it. EZTax will parse the file and display all recognised transactions.
4
Review the Summary
After upload, a broker-wise transaction summary is displayed. Review it and click Save to record the data to your ITR.
Tip: For any broker or format not listed, use the EZTax Universal Capital Gains Template. Copy your transaction data column by column and upload the filled Excel.
Using the Universal Capital Gains Template
For brokers not directly integrated
1
Download the Template
From the Capital Gains screen, download the EZTax Universal Capital Gains Excel template.
2
Fill in Transaction Data
For each transaction, enter: Date of Sale, Date of Acquisition, Sale Price, Purchase Cost, and Gain / Loss. Copy these from your broker's P&L or contract notes.
3
Property & Gold Transactions
Enter sale consideration, cost of acquisition (use Cost Inflation Index for long-term assets), and date of purchase/sale.
4
Upload and Save
Upload the completed Excel on the Capital Gains screen. EZTax will import all rows and compute STCG / LTCG automatically.
Important: For long-term capital gains on property, apply the Cost Inflation Index (CII) to your original purchase cost. Check the Capital Gains Indexation Calculator for the correct figures.
Using AIS Upload – For direct import of AIS PDF data
For direct import of consolidated capital gains data
1
Upload AIS PDF
Upload your AIS (Annual Information Statement) PDF in the Capital Gains section to automatically fetch available share and mutual fund transactions.
2
Review Imported Data
EZTax auto-extracts capital gains entries and displays them for review and verification.
3
Complete Missing Details (if any)
Add or edit any missing transaction details not available in AIS.
4
Save & Continue
Confirm the imported data and proceed—EZTax will auto-calculate STCG/LTCG for filing.
Supported Brokers
These brokers can be uploaded directly — no template needed
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Zerodha
Download Tax P&L Statement from Console > Reports > Tax P&L
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CAMS Online
Download Capital Gains Statement from CAMS portal
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Upstox
Download Tax P&L from Upstox > Reports > P&L
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ICICI Direct
Download Tax P&L from Portfolio > Tax Centre
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Groww
Download P&L Statement from Groww > Reports
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Paytm Money
Download Capital Gains report from Paytm Money > Statements
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Sharekhan
Download P&L report from Sharekhan > Reports
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HDFC Securities
Download Tax P&L from HDFC Securities > Reports
Pro tip: Need to know how to download from a specific broker? Select the broker in EZTax — download instructions are shown automatically right inside the app.
Need Assistance?
Our tax experts are available to help you via call, WhatsApp, chat, or email.