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How to Configure Fees and Tax Settings

Overview​

Set up default brokerage fees and tax rates for accurate P&L calculations.

Steps​

1. Navigate to Fees & Tax Settings​

  1. Go to Settings
  2. Click "Fees & Tax" in menu

2. Set Default Brokerage Fees​

Equity:

  • Intraday: ₹20 or 0.03% (whichever lower)
  • Delivery: ₹0 or 0.5%

F&O:

  • Futures: ₹20 or 0.03%
  • Options: ₹20 per order

Enter your broker's rates

3. Set Tax Rates​

STT (Securities Transaction Tax):

  • Equity Delivery: 0.1% on sell
  • Equity Intraday: 0.025% on sell
  • Futures: 0.01% on sell
  • Options: 0.05% on sell (premium)

GST: 18% on brokerage

4. Other Charges​

  • Transaction charges: 0.00325%
  • SEBI charges: ₹10 per crore
  • Stamp duty: 0.003%
  • DP charges: If applicable

5. Save Settings​

Click "Save Fees & Tax Settings"

Success!​

Fee and tax settings configured for accurate calculations.

Broker-Specific Presets​

Quick Setup​

Select your broker:

  • Zerodha: Pre-filled rates
  • Fyers: Auto-configured
  • Angel One: Preset values
  • Upstox: Default rates
  • Others: Manual entry

Fee Components​

What Gets Charged​

  1. Brokerage: Your broker's commission
  2. STT: Government tax
  3. Transaction Charges: Exchange fees
  4. GST: 18% on brokerage
  5. SEBI Charges: Regulatory fees
  6. Stamp Duty: State tax
  7. DP Charges: Demat charges (if any)

Calculation Examples​

Intraday Equity Trade​

Trade: Buy & Sell RELIANCE
Quantity: 100 shares
Entry: ₹2,450
Exit: ₹2,475
Gross P&L: ₹2,500

Costs:
- Brokerage: ₹20 + ₹20 = ₹40
- STT: ₹61.88
- Transaction: ₹16.10
- GST: ₹7.20
- Others: ₹15

Total Costs: ₹140.18
Net P&L: ₹2,359.82

Override Settings​

Per-Trade Override​

For specific trades:

  • Actual fees charged
  • Special rates
  • Different segment
  • Promotional rates

Go to trade > Edit > Update fees

Segment-Specific Fees​

Different Segments​

Equity:

  • Delivery vs Intraday
  • Different STT rates

F&O:

  • Futures vs Options
  • Premium-based charges

Commodity:

  • Different exchange charges

Currency:

  • Separate fee structure

Verification​

Check Accuracy​

Compare with broker:

  1. Generate report
  2. Match with broker statement
  3. Adjust if needed
  4. Save correct rates

Why Accurate Fees Matter​

Impact on Analysis​

✅ True P&L calculation
✅ Accurate ROI
✅ Realistic expectations
✅ Better decisions
✅ Tax preparation

Common Fee Structures​

Zerodha​

  • Intraday: ₹20 or 0.03%
  • Delivery: 0%
  • F&O: ₹20 flat

Fyers​

  • Across segments: ₹0 or 0.03%

Angel One​

  • Equity: ₹20 or 0.25%
  • F&O: ₹20 or 0.25%

Your broker may differ - check their website

Tax Deduction​

For Tax Filing​

System calculates:

  • Total brokerage paid
  • Total STT paid
  • Total other charges
  • Deductible expenses

Export for CA/tax filing.

Update Fees​

When to Update​

  • Broker changes rates
  • Switch to different plan
  • Promotional periods
  • New segments traded

Fee Optimization​

Reduce Costs​

💡 Choose low-brokerage plans
💡 Reduce trade frequency
💡 Larger position sizes
💡 Hold for delivery (lower STT)
💡 Compare brokers

Quick Tips​

  • Set fees once, forget about it
  • Use broker presets when available
  • Verify with actual statement
  • Update if broker changes rates
  • Include ALL costs for accuracy

Advanced Settings​

Custom Fee Rules​

Pro Feature:

  • Different fees per strategy
  • Time-based fee changes
  • Volume-based discounts
  • Complex structures

Next Steps​

Troubleshooting​

P&L not matching broker? Verify all fee components
Fees too high? Check broker plan and rates
Tax calculation wrong? Verify STT rates
Can't save? Check all fields filled
Need help? Contact support@tradelyser.com

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