IndiaAktai Tax

One correct turnover across every broker you trade on

Plenty of active traders run two or three brokers, Zerodha for options, Dhan for equity, maybe Upstox for a strategy. No single broker report can see the others, so none of them gives your true combined turnover. Aktai Tax aggregates them into one ICAI-correct figure.

The aggregation gap

Broker-native tax reports are convenient, but each one is a silo. Your turnover for audit, your net profit, your advance-tax estimate, and your carry-forward losses are all computed on the combined figure across every broker. Add to that the fact that many brokers compute turnover wrong in the first place, and a multi-broker trader using broker reports alone is almost guaranteed to be working off the wrong number.

How combining can flip your audit position

Broker A turnover โ‚น1.4 crore. Broker B turnover โ‚น1.3 crore. Each looks comfortably under the โ‚น2 crore presumptive line. Combined, your turnover is โ‚น2.7 crore, above โ‚น2 crore, so the 44AD presumptive scheme is off the table and your audit position changes. This is exactly the kind of mistake a single-broker report hides.

How Aktai does it

Upload each broker statement once. Aktai normalises every format into a single trade ledger, computes ICAI turnover and net P&L per segment across all of them, and dedupes by broker and financial year so re-uploads replace rather than double-count. You see one combined turnover, run it through the audit checker, and schedule advance tax on the real number. See which statement to export from each broker on the supported brokers page, or read the multi-broker turnover guide.

Frequently asked questions

Why can my broker not give my combined turnover?

A broker only sees the trades placed through it. If you trade F&O on Zerodha and equity on Dhan, neither report includes the other. Your audit thresholds and total tax are computed on the combined figure across every broker, so a single-broker report always understates your real position.

How does Aktai combine brokers correctly?

You upload each broker statement. Aktai normalises every broker format into one trade ledger, computes ICAI turnover across the lot, and de-duplicates by broker and financial year so re-uploading a file replaces rather than doubles that broker data. The result is one combined turnover, P&L and audit position.

Does combining brokers change my audit position?

It can. Two brokers at โ‚น1.5 crore turnover each are individually under โ‚น2 crore, but โ‚น3 crore combined, which removes the 44AD presumptive option and changes the audit calculus. Looking at one broker in isolation is how traders accidentally misjudge audit applicability.

Aktai Tax ยท for Indian F&O and equity traders

Know your trading tax position all year, not just in July.

Import your broker P&L, get ICAI-correct turnover across every broker, an honest audit-applicability check, an old-vs-new regime estimate, and advance-tax nudges. A clean, tax-ready report your CA can use. No bank linking, no e-filing access.

โœฆ ICAI absolute-sum turnoverโšก Advance-tax reminders๐Ÿ”’ No bank linking
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Estimates for your reference, verify with a qualified CA. For Indian traders.

Aktai Tax produces estimates and computations for your reference, not tax advice. It does not file returns and has no access to your bank or the income-tax portal. Verify every figure with a qualified Chartered Accountant.

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Not financial advice. Aktai is software for SEBI-registered Research Analysts. It is not a financial adviser, broker, Investment Adviser, or Research Analyst, and is not registered with SEBI or any other financial regulator. It surfaces public filings and news and drafts factual notes for the registered analyst to review, edit, and sign. Aktai does not author research, make recommendations, or decide what any security is worth. The view, the recommendation, and the regulatory responsibility stay with the registered analyst who sends the note. Full disclaimer โ†’