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Bullsurge Portal, Review ITR, Can be mapped by ISIN Number - Coggle Diagram
Bullsurge Portal
Having a dasboard within the investing app
P&L Statement
Holding Statement
Tradebook
To Invest
Equity(Delivery)
Mutual Funds and ETF's
Digital Gold
Equity (Intraday)
F/O
To file Income Tax Return
Individually Add Details
Other
Automatically import dividend income based previous year's holdings
import other interests
Capital gains
Security
Shares
MF/ETF
LTGC and STGC
Bonds/Debentures
To be imported from investing platform by using pre set excel format.
All trades should be mapped along with ISIN numbers
House Property
Other
House Property
Salaried
Upload Form 16
Can be done using Sandbox From 16 API
Business Profession
Speculative
Intraday Trading
Other way to import using preset excel
Add expenses
import expenses (STT, stamp, GST, etc)
Import any other expenses using preset excel
Non Speculative
F/O
One stop approach
Review ITR
Compute Tax
Can be done using existing API's such as sandbox tax computation API
Review Losses.
Import old losses and see loss which can be carried forward
Any interest/penalty
Is Tax Audit Applicable?
Can be mapped by ISIN Number