A Capital Gains Statement is a consolidated report of your capital gains from investment transactions for a selected financial year. It includes details of short-term and long-term capital gains based on your trades across connected broker accounts.
You can download this statement to review your gains, share with your tax consultant, or use it while preparing your income tax return.
Steps to download Capital Gains Statement:
1. Navigate to Investments.
2. Scroll down to 'Download Reports'> Click on 'Download.
3. Under Generate Reports, select:
- A specific broker account, or
- All Accounts to download a consolidated statement.
4. Choose the Financial Year.
5. Click 'Generate'.
6. You will be redirected to the 'Download History' tab.
7. Once the report is ready, click the Download icon next to the report to download it.
The report is usually available within a minute.
- The Capital Gains Statement is generated based on the trade data available from your connected broker accounts.
- Recently executed trades may take some time to reflect in the report.
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