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How to prepare ITR2 using Brokerage statements
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How to prepare ITR2 using Brokerage statements

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This is a step-by-step to prepare and eFile ITD verified ITR2 using brokerage transaction statements.

This is a step-by-step to prepare and eFile ITD verified ITR2 using brokerage transaction statements.

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  • Highlight Investor plus
  • Try to place buttons correctly
  • Try to place buttons correctly
  • Try to place points correctly
  • Buy investor efile
  • Overlayed top bar with slide no. 13
  • Need not change this, will replace it with actual screenshot. This is only for reference.
  • Click here to manually enter the form 16 details
  • Highlight capital gains
  • Click on Add new
  • Highlight Verify Data with ITD tab on the left navigation panel

Transcript

  • 1. Select this Click Here
  • 2. Scroll Down
  • 3. Click here to continue
  • 4. Existing User, Login from here New User, Register from here
  • 5. Select transaction report(s) against their respective headings
  • 6. Click here to upload and continue
  • 7. Scroll Down Click here to upload more transaction reports
  • 8. Click here to continue
  • 9. Click here 1. Do you sell/purchase securities as a normal part of your business? 2. Did you purchase securities using borrowed funds? 3. Did you purchase securities from central market? 4. Do you employ people and/or resources to assist in security transactions? 5. Do you transact in non-marketable securities or hold securities as stock-in-trade? 6. Are you self employed?
  • 10. Buy “Efile Investor” package
  • 11. Apply your Promo code, if any. Select Payment mode Click to Proceed for Payment
  • 12. Click here to continue
  • 13. Click here to enter your Personal details first
  • 14. Start Data Entry of Personal Details here Enter Bank Details here Click next after Entering your data
  • 15. Click Here to manually enter your Form 16 details
  • 16. Click here to enter Capital Gain/loss data
  • 17. Click here to proceed
  • 18. Click “Enter” button to add Capital gains/loss details
  • 19. Click on “Add new” icon
  • 20. Enter Title and select Type of investment Click here
  • 21. Enter transaction details Click here
  • 22. Click on “Add new” icon to add details of more transactions
  • 23. Enter Title and select Type of investment Click here
  • 24. Enter transaction details Click here
  • 25. Click here, if done
  • 26. Click here Capital Gain/loss is shown here
  • 27. Click here
  • 28. Click here to continue
  • 29. Click here to start the verification process
  • 30. Your real-time TDS matching (26AS) data as available at the Income Tax department's database. We are retrieving your status from the I-T department database. This will take a few moments. You would be redirected to the next page once the data is fetched
  • 31. Click Here to Fix all Mismatch(es) under all heads in one go Click Here to Fix each Mismatch Individually
  • 32. Details of all mismatch(es) under all heads when ‘Fix All’ is Clicked Click here to Fix this all
  • 33. Click Here to Fix this mismatch first Screen displayed when each Mismatch is to be Fixed separately
  • 34. Click Here to Confirm and Continue
  • 35. A new Form 16 instance has been created Click Here to review/edit employer information
  • 36. TDS has now been updated in ITR Enter your Employer’s address here
  • 37. Click Here to Confirm and Continue Enter Income, Deduction and Taxes details as per the issued Form 16 here
  • 38. Mismatch has been fixed Click Here
  • 39. Click here to Fix this Mismatch This section includes TDS on Professional Income or Interest on Fixed Deposits, if any
  • 40. Click Here to Confirm and Continue
  • 41. TDS has now been updated in ITR Click here to Continue
  • 42. The Mismatch has been fixed Click Here We have automatically transferred your interest income in the respective section. If you want to review this, you can visit the ‘Interest Income’ tab from the top navigation bar after completing the verification process.
  • 43. Click Here
  • 44. Click here to Fix this 6,190.00 Advance Tax paid but not reported in ITR
  • 45. Click here to Continue
  • 46. Enter your Bank details Click here to Continue 6,190.00
  • 47. Mismatch Fixed Details of Advance Tax paid and now reported in ITR as well Click here to Continue
  • 48. Click here to review your Draft ITR
  • 49. All your Capital loss/gain has been reported in ITR Your ITR-2 has been generated
  • 50. Click here to Continue
  • 51. Click here to Freeze your Data
  • 52. Click here to Efile your return You can view your ITR here
  • 53. LogoutClick here to Logout