Important Keyword: P&L Statement, Zerodha Trader.

Download Contract Note for Traders from Zerodha

Zerodha issues a contract note for every transaction executed on the stock exchange. This document is a legal requirement for all stockbrokers and serves as a confirmation of trades conducted on a specific day on behalf of a client. Typically, it is sent by the end of the day and is available in a digitally signed electronic format. To view segment-wise profit and loss details, taxpayers can download the Tax P&L Statement from their Zerodha Kite portal.

Steps to Download Contract from Zerodha

1. Visit the Zerodha Console portal.
   You can access it here.
   
   
2. Click on the “Login With Kite” option.
   You will be re-directed to the login page. Enter the “Username” and “Password” and click on the “Login” option.
   
   
3. We move to the dashboard of the Zerodha Console.
   Click on the Reports from the Dashboard
   
4. Select the appropriate options from the drop-down list.
   (Refer to the image given below)
   
   
5. Select the report type format
   Click on the “Download” option.
   
   

Details of Contract Note for Zerodha Traders

A note provides the key details of a specific transaction, including the date, time, price, and quantity traded. It also contains a Reference Number for verifying the transaction details with the stock exchanges. A valid note should include the following details in a structured format:

• SEBI Registration Number: The registration number of the Trading Member or Sub-broker.
• Trade Details: Information such as Order number, Trade number, Trade price, Trade execution time, Traded security and quantity, Brokerage charged, and other service charges.
• Signature: The signature of the authorized signatory or a digital signature in electronic format.
• Bylaws and Regulations: Information on arbitration bylaws and regulations.

Sample – Zerodha Contract Note

Read More: Open a trading account on Zerodha

Web Stories: Open a trading account on Zerodha

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