Download Reports from P&L Page

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

  1. On the P&L Page homepage, click the Select your broker dropdown > choose your broker from the list.


  1. Click Get Started > You will be redirected to your broker's login page.

  2. Log in with your broker credentials. 


  1. On your P&L Page, find the Reports card > click Download.

  2. Choose the required Financial Year.

  3. Select your report > click Generate.





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