how to prepare itr2 using brokerage statements

Post on 16-Jan-2015

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

TRANSCRIPT

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 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?

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 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

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. If you want to review this, you can visit the ‘Interest Income’ tab from the top navigation bar after completing the verification process.

Click Here

Click here to Fix this

6,190.00Advance 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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