Share and F&O traders

Trading income classified correctly, turnover computed the right way and losses preserved for future years.

What is included

  • F&O income reported as business income, intraday as speculative
  • Trading turnover computed as per accepted method
  • Check on whether a tax audit applies
  • Trading expenses claimed, such as internet, advisory and data costs
  • Loss set-off and carry-forward so losses are not wasted
  • Balance sheet and profit and loss for ITR-3

Who this is for

Active traders in equity, futures, options, currency and commodities.

Documents we usually need

  • Broker tax P&L report
  • Contract notes or trade book
  • Broker ledger
  • Bank statements
  • Proofs of trading expenses

The exact list depends on your case. We send a checklist made for you before we start.

How it works

  1. Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
  2. Get a clear planWe confirm the scope, the documents needed and the timeline.
  3. We prepare, you reviewDrafts and computations are shared with you before anything is filed.
  4. Filed and documentedYou receive acknowledgements and a note on what happens next.

Not sure which service you need?

Tell us your situation. Our team of chartered accountants and company secretaries will point you to the right solution.

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