Most of us buy & sell shares online. Some of us do it very frequently. When it comes to tax season, we all know that we have to calculate our capital gains, that too this time after a wonderful 2009 market. So RoboTax.in has made simple way to import your ICICI Transactions into our website, so that we made your job easy for filing your tax return. Please follow these steps for importing your portfolio into RoboTax.in and we will take care of the rest.

1) Log into IciciDirect.com website

2) Click on Equity, Trade Book

Selecting Equity in Icici

3) Enter Date From as : 01/04/2009

Adding Data to Trade Book

4) enter Date To: 31/03/2010

5) Click on Export to Excel

6) Open the Excel file, Click on File Save as “97 – 2003″ workbook (for office 2007 users) / or as .xls document for 2003 users

Save as Excel 2003 Format

7) In RoboTax.in Screem, Choose ICICI Format Upload the file in the RoboTax.in website

Choose Icici and Upload the File

8 ) Click Next

9) RoboTax.in will import all your SELL transactions.

10) Please enter the buy date and price for each transaction

Enter Buy Price and Buy Date

11) Click Next