Tax Profit & Loss
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 ...
Download Capital Gains Statement
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. ...
View Quarter Wise Capital Gains
Review your accrued capital gains quarter-wise, with a clear split between short-term and long-term gains and applicable tax rates; helpful for tracking gains and planning advance tax payments. Steps to view quarter wise capital gains: 1. Go to ...
How to share your P&L
You can connect your broker accounts under the investments module and view P&L, taxable incomes, loss adjustments and more. But you can also share these stats with your accountants, family members or anyone helping you with your investments or taxes. ...
Track Taxable Income from your Trading
Monitoring your taxable income from trading is essential for accurate tax filing. Once you have connected or added your broker accounts and settlements, you can access a detailed breakdown of your Profit & Loss (P&L) and tax-related insights. How to ...
Track Profit &Loss across all Brokers
The P&L tab provides a consolidated view of profit and loss across multiple broker accounts. If you trade across multiple brokers, you can integrate your accounts and view your aggregate P&L in a single dashboard. Web Mobile Web Viewing Your P&L Once ...