Download Reports from P&L Page
Download your Tax P&L Report or Capital Gains Statement directly from your P&L Page — ready to use for tax filing.
Things to Keep in Mind
- Two reports are available: The Tax P&L Report covers all income heads — LTCG, STCG, Intraday, F&O, and Dividends — along with trade-wise breakdowns. The Capital Gains Statement covers only capital gains from delivery trades (equity and mutual funds).
- Ready to file: Both reports are formatted for use with ITR filing. Your CA can use either report directly.
- Financial year: Reports are available for the current and previous financial years.
Steps to download reports
On the P&L Page homepage, click the Select your broker dropdown > choose your broker from the list.
Click Get Started > You will be redirected to your broker's login page.
Log in with your broker credentials.
On your P&L Page, find the Reports card > click Download.
Choose the required Financial Year.
Select your report > click Generate.