Capital Gain Template

"Sale of Shares / Mutual Funds"
In this sheet, you should enter details of any sales you have made in the relevant financial year.
Please note that if you have only purchased some Shares / Mutual Funds, you do not need to report
it in your tax return. Capital gain only applies when you sell the Shares / Mutual Funds you had
purchased.
Maximum of 5000 line items are allowed in single file, in case of more than 5000 line items kindly
split the data into multiple files and upload it.
You need to enter the following fields:
ISIN:
ISIN is an unique 12 digit alphanumeric code issued by SEBI to each securities listed on stock
exchange.
ISIN is mandatory only in case of sale of long term listed shares and equity oriented mutual funds
(period of holding is more than 12 months)
Sale price per share and FMV per share:
It is mandatory only in case of sale of long term listed shares and equity oriented mutual funds
(period of holding is more than 12 months)
Purchase Date and Purchase Value :

ClearTax will use the purchase date to determine if the Shares / Mutual Funds sold can be classified as long
term or short term. The purchase value is the cost you had paid to originally purchase the Shares / Mutual
Funds you have sold.
Please enter the purchase value of the units you sold in relevant year. For example, if you had purchased 100
units of Infosys in 2010, and sold 30 units in 2018, the purchase value you need to report is the value of those
30 units in 2010 only.
FMV as on 31/01/2018
Fair market value of the asset as on 31st January 2018, required to derive cost of acquisition for the purpose
of calculating long-term capital gains for listed shares or equity oriented mutual funds. It is mandatory to enter
only if the date of purchase is on or before 31st Jan 2018.
Sale Date, Sale Value & Transfer Expenses :
The sale date (along with the purchase date) is used to determine if the Shares / Mutual Funds that you had
sold can be classified as long term or short term. The sale date is also used in order to determine if there was
any advance tax requirement.
Transfer expenses from your broker (like brokerage fees, stamp duty fees, etc.) can be mentioned in the sheet.
Your final capital gain is (Sale Value - maximum (Purchase Value, minimum(FMV, sale value)) - Transfer
Expenses).
Please note that any STT (securities transfer tax) payment made by the broker cannot be claimed as transfer
expenses.
Additional notes :
This sheet can only be used for sale of Listed Shares / Mutual Funds where STT was paid. If you had
sold any Shares / Mutual Funds listed on BSE or NSE, this is most likely to be true. This sheet should
not be used in case you have sold unlisted Shares / Mutual Funds.
If your Shares / Mutual Funds were purchased before 1st April 2004, the purchase transaction
would not have STT applied. You should not use this sheet in that case, and use ClearTax's online
interface.
Description of Date of Purchase Total Purchase Date of Sale Sale Price per
ISIN Number of Shares
shares sold (DD/MM/YYYY) Value (DD/MM/YYYY) Share
FMV per Share as Transfer Expenses
FMV as on Net capital gain
Total Sale Value on (Stamp duty,
31 Jan. 2018 (auto-calculated)
31 Jan. 2018 brokerage, etc)
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ISIN
Type of Mutual Fund Date of Purchase Total Purchase
(only if the type Description of Mutual Fund sold Number of Units
(MF) (DD/MM/YYYY) Value
is "Equity")
MF (Other than Equity) Aditya Birla SL Low Duration Fund (G) 8.8930 8 Feb 2021 4,556.03
Transfer
FMV per Unit as
Date of Sale Sale Price per FMV as on Expenses Net capital gain
Total Sale Value on
(DD/MM/YYYY) Unit 31 Jan. 2018 (Stamp duty, (auto-calculated)
31 Jan. 2018
brokerage, etc)
3 Apr 2023 562.2140 5,000 - 443.74
10 Apr 2023 563.4806 5,000 - 453.98
17 Apr 2023 564.3030 5,000 - 460.60
24 Apr 2023 565.2419 5,000 - 468.18
2 May 2023 565.9113 5,000 - 473.52
8 May 2023 566.4766 5,000 - 478.02
15 May 2023 567.2181 5,000 - 483.96
22 May 2023 568.5017 5,000 - 494.15
29 May 2023 569.1058 5,000 - 498.95
5 Jun 2023 569.8719 5,000 - 505.01
12 Jun 2023 570.4639 5,000 - 509.68
19 Jun 2023 571.1781 5,000 - 515.28
26 Jun 2023 571.7951 5,000 - 520.09
3 Jul 2023 572.4053 5,000 - 524.89
10 Jul 2023 573.2774 5,000 - 531.71
17 Jul 2023 574.1984 5,000 - 538.88
24 Jul 2023 574.9873 5,000 - 544.99
31 Jul 2023 575.5737 5,000 - 549.53
7 Aug 2023 576.2235 5,000 - 554.53
14 Aug 2023 576.6947 5,000 - 558.16
21 Aug 2023 577.2941 5,000 - 562.77
28 Aug 2023 578.1515 5,000 - 569.34
4 Sep 2023 578.8860 5,000 - 574.97
11 Sep 2023 579.3950 5,000 - 578.90
18 Sep 2023 580.2621 2,013 - 235.71
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Capital Gain Template

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Capital Gain Template

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Copyright:

Available Formats

"Sale of Shares / Mutual Funds"

You need to enter the following fields:

Sale price per share and FMV per share:

Purchase Date and Purchase Value :

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