Tax planning
Broker tax P&L to Schedule CG and Schedule 112A (Zerodha, Groww and others)
- Your broker's tax P&L is a starting point, not a return.
- Deadline: Before the return due date (31 July for non-audit ITR-2 filers unless extended)
- Done in 3 working days after all broker tax P&Ls and AIS
- Prepared by your Savvy, checked by a CA
- Tax P&L from every broker
- Which brokers
- Download tax P&L and tradewise exits from each broker
- Merged capital gains working and AIS reconciliation
Broker tax P&L to Schedule CG and…
Before the return due date (31…
- IWhat we need from you7 documents
- DQuestions for you6 questions
- FForms6 steps
- DWhat you getMerged capital gains…
Answer in brief
Your broker's tax P&L is a starting point, not a return. We merge reports from every broker and fund house, fix missing buy prices, bonus and split adjustments and the 31 January 2018 values, match everything with your AIS, and fill Schedule CG and Schedule 112A so the return does not draw a mismatch notice.
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From the official sources
What the law says, and what trips people up
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How we solve it: 4 steps
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Step 1 of 4 · What we need from you
Tap each one you already have
- Tax P&L from every broker
- Mutual fund capital gains statements
- AIS and TIS for the year
- Buy details for transferred-in sharesOptional
- Corporate action list (bonus, split, merger)Optional
- Contract notes and tradebookOptional
- Brought-forward loss detailsOptional
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Pay and start
₹1,999
₹1,999 + ₹359.82 GST = ₹2,358.82
Yearly. Delivered in 3 working days after all broker tax P&Ls and AIS. Due: Before the return due date (31 July for non-audit ITR-2 filers unless extended)
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