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Axis Direct: Register, Login, Download Holding Statement, Tax P&L Report and Ledger

by | Jun 20, 2024 | Income Tax | 0 comments

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Important keyword: Axis Direct, Axis Direct Ledger, Axis Direct Login, Axis Direct Registration, Axis Direct Tax P&L.

Axis Direct: Register, Login, Download Holding Statement, Tax P&L Report and Ledger

To comprehensively understand your trading activities and ensure compliance with income tax regulations, several crucial documents are essential. These documents include Tax P&L (Profit and Loss), Contract Notes, and Ledger/Account Statements. However, accessing these documents requires first creating an Axis Direct account and logging in.

This article will guide you through the following:

How to Register and Login to Axis Direct?

Trading Account can be opened easily online by following these steps:

  1. Visit the Axis Direct website
    You can access it here.
  2. Click on Open a new Account
    Fill in your personal details such as:
    -Mobile number
    -Email id
    -Name
    -City
  3. Click on Get OTP on mobile
    As seen below:

    axis login
  4. Fill your basic details
    Click on Proceed to personal details.

    axis pan details
  5. Fill in your personal details
    Enter your PAN and Date Of Birth

    axis pan details
  6. Click on Proceed
    Add your address and ‘Confirm

    axis details
  7. Next, fill Your Details in Personal Details

    axis personal details B
  8. You need to add a few more additional details
    Add the details and click on ‘Proceed to Bank Details

    axis personal details BB
  9. Fill in your Bank Details
    -Bank name
    -Bank account number
    -IFSC Code
    -Confirm bank account number
    Click on ‘Proceed

    Axis bank details
  10. Choose an Axis Direct plan
    As per your requirement, select the necessary segments that you want to trade-in

    Axis direct plans
  11. . Click on Make Payment

    axis payment
  12. Choose the payment method
    And make the payment
  13. Upload all the required documents.
    E-sign using Aadhaar. Enter your Aadhaar number and click on send OTP.

    aadhaar esign otp
  14. Enter your OTP
    Click on verify OTP

    verify otp angel broking
  15. A Power of Attorney (POA) Document will be sent to your email address
    Click on Finish

    axis direct power of attorney
  16. Sign your POA documents
    Courier it to the respective address
  17. Your Demat account will be activated after you send your POA documents
    The process is complete

How to download Tax Profit and Loss Report?

A Tax Profit & Loss Report is essential to calculate taxes on trading income. This report has details such as Date, Time, Script Name, Purchase price, Sale price, Segment and Quantity that help determine the Income Tax on Trading.

  1. Log into your Axis Direct Account
  2. Next, select ‘Portfolio‘ from your dashboard, under Equity and Derivatives

    axis direct equity and derivatives
  3. Select ‘Portfolio‘ again once the Portfolio Summary site opens

    axis direct portfolio
  4. Now, select ‘Reports‘ and choose ‘P&L statement

    axis direct p&l
  5. Select necessary filters and click on ‘Go

    axis direct p&l statement
  6. Then, scroll down and click on the PDF or Excel button to download the P&L statement

    axis direct download p&l
  7. Finally, the statement will be downloaded to your device

How to download Ledger for traders?

It sends a contract note for all transactions executed on the stock exchange to the respective trader. However, you can download it from their portal as well.

  1. Visit the Axis Direct portal and login to your account 
  2. Next, click on ‘My Reports‘ from the top ribbon
  3. Then, click on ‘Ledger’ from the drop-down list
  4. Enter the from and to dates in respective boxes and click on the ‘View Report‘ option
  5. Finally, click on the ‘Contract Note Number‘ to view the report

Read More: Sharekhan: Create an account and Log in, Download ledger, Tax P&L Report and Contract note

Web Stories: Sharekhan: Create an account and Log in, Download ledger, Tax P&L Report and Contract note

Official Income Tax Return filing website: https://incometaxindia.gov.in/

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