Select this
Click Here
Scroll Down
Click here to continue
Existing User,
Login from here
New User,
Register from here
Select transaction
report(s) against
their respective
headings
Click here to
upload and
continue
Scroll Down
Click here to upload
more transaction reports
Click here to continue
Click here
1. Do you sell/purchase securities as a normal part of your business?
2. Did you purchase securities using borr...
Buy “Efile Investor”
package
Apply your Promo code, if any.
Select Payment mode
Click to Proceed for Payment
Click here to continue
Click here to enter your
Personal details first
Start Data Entry of
Personal Details here
Enter Bank Details here
Click next after Entering your data
Click Here to manually enter
your Form 16 details
Click here to enter
Capital Gain/loss data
Click here to proceed
Click “Enter” button
to add Capital
gains/loss details
Click on “Add new” icon
Enter Title and
select Type of
investment
Click here
Enter transaction details
Click here
Click on “Add new” icon to add
details of more transactions
Enter Title and
select Type of
investment
Click here
Enter transaction details
Click here
Click here,
if done
Click here
Capital Gain/loss
is shown here
Click here
Click here
to continue
Click here to start the
verification process
Your real-time TDS matching (26AS) data as available at the Income Tax
department's database. We are retrieving your statu...
Click Here to Fix all Mismatch(es)
under all heads in one go
Click Here to Fix each
Mismatch Individually
Details of all mismatch(es)
under all heads when ‘Fix
All’ is Clicked
Click here to Fix this all
Click Here to Fix this
mismatch first
Screen displayed when
each Mismatch is to be
Fixed separately
Click Here to Confirm and Continue
A new Form 16 instance has been created
Click Here to review/edit
employer information
TDS has now
been updated
in ITR
Enter your Employer’s
address here
Click Here to Confirm
and Continue
Enter Income, Deduction
and Taxes details as per
the issued Form 16 here
Mismatch has been fixed
Click Here
Click here to Fix this Mismatch
This section includes TDS on
Professional Income or Interest
on Fixed Deposits, if any
Click Here to Confirm and Continue
TDS has now
been updated
in ITR
Click here to
Continue
The Mismatch
has been fixed
Click Here
We have automatically transferred your interest income in the respective section. I...
Click Here
Click here to Fix this
6,190.00
Advance Tax paid but not
reported in ITR
Click here to Continue
Enter your Bank
details
Click here to Continue
6,190.00
Mismatch
Fixed
Details of Advance Tax paid and
now reported in ITR as well
Click here to Continue
Click here to review
your Draft ITR
All your Capital
loss/gain has been
reported in ITR
Your ITR-2
has been
generated
Click here to Continue
Click here to Freeze
your Data
Click here to Efile your return
You can view your ITR here
LogoutClick here to Logout
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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.

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No notes for slide
  • 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
  • How to prepare ITR2 using Brokerage statements

    1. 1. Select this Click Here
    2. 2. Scroll Down
    3. 3. Click here to continue
    4. 4. Existing User, Login from here New User, Register from here
    5. 5. Select transaction report(s) against their respective headings
    6. 6. Click here to upload and continue
    7. 7. Scroll Down Click here to upload more transaction reports
    8. 8. Click here to continue
    9. 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. 10. Buy “Efile Investor” package
    11. 11. Apply your Promo code, if any. Select Payment mode Click to Proceed for Payment
    12. 12. Click here to continue
    13. 13. Click here to enter your Personal details first
    14. 14. Start Data Entry of Personal Details here Enter Bank Details here Click next after Entering your data
    15. 15. Click Here to manually enter your Form 16 details
    16. 16. Click here to enter Capital Gain/loss data
    17. 17. Click here to proceed
    18. 18. Click “Enter” button to add Capital gains/loss details
    19. 19. Click on “Add new” icon
    20. 20. Enter Title and select Type of investment Click here
    21. 21. Enter transaction details Click here
    22. 22. Click on “Add new” icon to add details of more transactions
    23. 23. Enter Title and select Type of investment Click here
    24. 24. Enter transaction details Click here
    25. 25. Click here, if done
    26. 26. Click here Capital Gain/loss is shown here
    27. 27. Click here
    28. 28. Click here to continue
    29. 29. Click here to start the verification process
    30. 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. 31. Click Here to Fix all Mismatch(es) under all heads in one go Click Here to Fix each Mismatch Individually
    32. 32. Details of all mismatch(es) under all heads when ‘Fix All’ is Clicked Click here to Fix this all
    33. 33. Click Here to Fix this mismatch first Screen displayed when each Mismatch is to be Fixed separately
    34. 34. Click Here to Confirm and Continue
    35. 35. A new Form 16 instance has been created Click Here to review/edit employer information
    36. 36. TDS has now been updated in ITR Enter your Employer’s address here
    37. 37. Click Here to Confirm and Continue Enter Income, Deduction and Taxes details as per the issued Form 16 here
    38. 38. Mismatch has been fixed Click Here
    39. 39. Click here to Fix this Mismatch This section includes TDS on Professional Income or Interest on Fixed Deposits, if any
    40. 40. Click Here to Confirm and Continue
    41. 41. TDS has now been updated in ITR Click here to Continue
    42. 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. 43. Click Here
    44. 44. Click here to Fix this 6,190.00 Advance Tax paid but not reported in ITR
    45. 45. Click here to Continue
    46. 46. Enter your Bank details Click here to Continue 6,190.00
    47. 47. Mismatch Fixed Details of Advance Tax paid and now reported in ITR as well Click here to Continue
    48. 48. Click here to review your Draft ITR
    49. 49. All your Capital loss/gain has been reported in ITR Your ITR-2 has been generated
    50. 50. Click here to Continue
    51. 51. Click here to Freeze your Data
    52. 52. Click here to Efile your return You can view your ITR here
    53. 53. LogoutClick here to Logout

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