how to prepare itr2 using brokerage statements

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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

Page 1: How to prepare ITR2 using Brokerage statements

Select this

Click Here

Page 2: How to prepare ITR2 using Brokerage statements

Scroll Down

Page 3: How to prepare ITR2 using Brokerage statements

Click here to continue

Page 4: How to prepare ITR2 using Brokerage statements

Existing User, Login from here

New User, Register from here

Page 5: How to prepare ITR2 using Brokerage statements

Select transaction report(s) against their respective

headings

Page 6: How to prepare ITR2 using Brokerage statements

Click here to upload and

continue

Page 7: How to prepare ITR2 using Brokerage statements

Scroll Down

Click here to upload more transaction reports

Page 8: How to prepare ITR2 using Brokerage statements

Click here to continue

Page 9: How to prepare ITR2 using Brokerage statements

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?

Page 10: How to prepare ITR2 using Brokerage statements

Buy “Efile Investor” package

Page 11: How to prepare ITR2 using Brokerage statements

Apply your Promo code, if any.

Select Payment mode

Click to Proceed for Payment

Page 12: How to prepare ITR2 using Brokerage statements

Click here to continue

Page 13: How to prepare ITR2 using Brokerage statements

Click here to enter your Personal details first

Page 14: How to prepare ITR2 using Brokerage statements

Start Data Entry of Personal Details here

Enter Bank Details here

Click next after Entering your data

Page 15: How to prepare ITR2 using Brokerage statements

Click Here to manually enter your Form 16 details

Page 16: How to prepare ITR2 using Brokerage statements

Click here to enter Capital Gain/loss data

Page 17: How to prepare ITR2 using Brokerage statements

Click here to proceed

Page 18: How to prepare ITR2 using Brokerage statements

Click “Enter” button to add Capital

gains/loss details

Page 19: How to prepare ITR2 using Brokerage statements

Click on “Add new” icon

Page 20: How to prepare ITR2 using Brokerage statements

Enter Title and select Type of

investment

Click here

Page 21: How to prepare ITR2 using Brokerage statements

Enter transaction details

Click here

Page 22: How to prepare ITR2 using Brokerage statements

Click on “Add new” icon to add details of more transactions

Page 23: How to prepare ITR2 using Brokerage statements

Enter Title and select Type of

investment

Click here

Page 24: How to prepare ITR2 using Brokerage statements

Enter transaction details

Click here

Page 25: How to prepare ITR2 using Brokerage statements

Click here, if done

Page 26: How to prepare ITR2 using Brokerage statements

Click here

Capital Gain/loss is shown here

Page 27: How to prepare ITR2 using Brokerage statements

Click here

Page 28: How to prepare ITR2 using Brokerage statements

Click here to continue

Page 29: How to prepare ITR2 using Brokerage statements

Click here to start the verification process

Page 30: How to prepare ITR2 using Brokerage statements

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

Page 31: How to prepare ITR2 using Brokerage statements

Click Here to Fix all Mismatch(es) under all heads in one go

Click Here to Fix each Mismatch Individually

Page 32: How to prepare ITR2 using Brokerage statements

Details of all mismatch(es) under all heads when ‘Fix

All’ is Clicked

Click here to Fix this all

Page 33: How to prepare ITR2 using Brokerage statements

Click Here to Fix this mismatch first

Screen displayed when each Mismatch is to be

Fixed separately

Page 34: How to prepare ITR2 using Brokerage statements

Click Here to Confirm and Continue

Page 35: How to prepare ITR2 using Brokerage statements

A new Form 16 instance has been created

Click Here to review/edit employer information

Page 36: How to prepare ITR2 using Brokerage statements

TDS has now been updated

in ITR

Enter your Employer’s address here

Page 37: How to prepare ITR2 using Brokerage statements

Click Here to Confirm and Continue

Enter Income, Deduction and Taxes details as per the issued Form 16 here

Page 38: How to prepare ITR2 using Brokerage statements

Mismatch has been fixed

Click Here

Page 39: How to prepare ITR2 using Brokerage statements

Click here to Fix this Mismatch

This section includes TDS on Professional Income or Interest

on Fixed Deposits, if any

Page 40: How to prepare ITR2 using Brokerage statements

Click Here to Confirm and Continue

Page 41: How to prepare ITR2 using Brokerage statements

TDS has now been updated

in ITR

Click here to Continue

Page 42: How to prepare ITR2 using Brokerage statements

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.

Page 43: How to prepare ITR2 using Brokerage statements

Click Here

Page 44: How to prepare ITR2 using Brokerage statements

Click here to Fix this

6,190.00Advance Tax paid but not

reported in ITR

Page 45: How to prepare ITR2 using Brokerage statements

Click here to Continue

Page 46: How to prepare ITR2 using Brokerage statements

Enter your Bank details

Click here to Continue

6,190.00

Page 47: How to prepare ITR2 using Brokerage statements

Mismatch Fixed

Details of Advance Tax paid and now reported in ITR as well

Click here to Continue

Page 48: How to prepare ITR2 using Brokerage statements

Click here to review your Draft ITR

Page 49: How to prepare ITR2 using Brokerage statements

All your Capital loss/gain has been

reported in ITR

Your ITR-2 has been generated

Page 50: How to prepare ITR2 using Brokerage statements

Click here to Continue

Page 51: How to prepare ITR2 using Brokerage statements

Click here to Freeze your Data

Page 52: How to prepare ITR2 using Brokerage statements

Click here to Efile your return

You can view your ITR here

Page 53: How to prepare ITR2 using Brokerage statements

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