Kite Tax Lens

Tax intelligence overlay for Zerodha Kite Holdings — LT/ST badges, LTCG harvest wizard, SGB tracker.

Most Zerodha investors leave thousands of rupees on the table every March — not because they lost money, but because they didn't know they could take profits tax-free. Every financial year, you get ₹1,25,000 in long-term equity profits completely exempt from tax. It resets every April. Most people let it expire unused. Kite Tax Lens fixes that. It overlays tax intelligence directly on your Kite Holdings page, so you know exactly what to do before the 31 March deadline. ────────────────────────────── FEATURES ────────────────────────────── ▸ LTCG Harvest Wizard Tells you exactly which stocks to sell-and-rebuy to use your full ₹1,25,000 annual exemption before it resets. Calculates shares, proceeds, and tax saved — takes 5 minutes to act on. ▸ LT / ST badges on every holding See instantly whether a stock triggers 12.5% (held over 1 year) or 20% (held under 1 year) tax if sold today. No more guessing. ▸ Free profit limit bar A live progress bar showing how much of your ₹1,25,000 annual LTCG exemption you have used and how much remains — synced from your Console Tax P&L. ▸ Loss harvesting Surfaces long-term losses you can book to offset gains and reduce your net taxable LTCG. ▸ SGB tracker Maturity dates for all your Sovereign Gold Bonds. Includes an early-sale warning — SGBs are 100% tax-free at maturity but taxed at 12.5% if sold on the exchange before that date. ▸ Correct treatment for every instrument type – Equity: 12.5% LTCG above ₹1.25L / 20% STCG – Sovereign Gold Bonds: 0% at maturity – Government Securities: 10% LTCG – Gold & Silver ETFs: slab rate (Finance Act 2023 — not equity LTCG) ▸ Toolbar popup Quick portfolio breakdown by instrument type, accessible from the toolbar without opening Holdings. ────────────────────────────── HOW IT WORKS ────────────────────────────── 1. Visit Console Holdings once — reads your LT/ST split and realised LTCG for the year from your own Zerodha session. 2. Visit Kite Holdings — the overlay appears automatically. No login. No account creation. No configuration. ────────────────────────────── PRIVACY ────────────────────────────── All data stays in your browser (chrome.storage.local). Nothing is uploaded to any server. The extension only activates on kite.zerodha.com and console.zerodha.com and cannot place trades or access your credentials. Full privacy policy: https://amitmbee.github.io/kite-tax-lens/privacy.html ────────────────────────────── DISCLAIMER ────────────────────────────── For informational purposes only. Does not constitute financial, tax, or investment advice — consult a qualified Chartered Accountant before making any decisions. Gain estimates use blended average cost. Holdings acquired before 31 January 2018 use a grandfathered Fair Market Value cost basis under Section 112A — figures shown may differ from your actual LTCG. Tax rates (12.5% LTCG, 20% STCG, ₹1,25,000 exemption) reflect the Finance Act 2023 and July 2024 Union Budget and are subject to change. Sell-and-rebuy suggestions illustrate tax optimisation mechanics only — not recommendations to trade any security. This extension is not registered with SEBI. Always verify against your official Console Tax P&L before filing your ITR. Not affiliated with or endorsed by Zerodha Broking Ltd.