Download Tax P&L Report

Download Tax P&L Report

A Tax P&L Report is a consolidated summary of all taxable income from your investments for a selected financial year.

It includes income across different heads such as:

  • Capital Gains (Short-Term and Long-Term)

  • Futures & Options (non-speculative income)

  • Intraday trading (speculative income)

  • Dividends and other investment income

This report gives you a complete view of your taxable income from trading and investing in one place, making it easier to compute incomes, loss adjustments, determine tax liability, and file your income tax return accurately.

Steps to download Tax P&L Report

  1. Go to Investments.

  2. Scroll down to Download Reports and click Download.

  3. Under Generate Reports, select:

    • A specific broker account, or

    • All Accounts to download a consolidated report.

  4. Choose the required 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.

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