Taxation ITR Zerodha

Quicko ITR for Zerodha P&L

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Quicko’s ITR flow for Zerodha P&L auto-imports trading data and classifies it correctly for tax filing.

What gets imported

SourceData
Zerodha Console > Tax P&LEquity STCG, LTCG, intraday, F&O
Zerodha Console > TradebookDetailed trade history
Coin Capital GainsMF capital gains

ITR form selection

Quicko picks the right ITR based on your sources:

  • ITR-1: Salaried only (no capital gains).
  • ITR-2: Salary + capital gains.
  • ITR-3: Business / professional income (e.g., F&O treated as business by traders).
  • ITR-4: Presumptive (Section 44AD / ADA).

For active F&O traders, ITR-3 is typical with F&O as business income.

Steps

  1. Login to Quicko.
  2. Link Zerodha (via API or manual upload).
  3. Quicko categorises trades.
  4. Review and adjust.
  5. File ITR + e-verify.

When to seek CA help

  • High-value income (Rs 50 lakh+ requires audit if F&O business).
  • Foreign income / NRI status.
  • Complex structures (HUF, partnership).
  • Section 44AD ineligibility cases.

For complex tax situations, consult a Chartered Accountant before filing.

See also

External references

References

  1. Income Tax Act 1961, Sections 44AD, 70, 71, 112A.
  2. CBDT, F&O income treatment circulars, incometax.gov.in.
  3. Quicko, Zerodha integration, quicko.com.

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