Download Contract Note for Upstox Traders

Important keyword: Contract Note, P&L Statement, Upstox Traders.

Download Contract Note for Upstox Traders

Upstox sends its traders a contract note for all transactions executed on the stock exchange. You can now download the Contract Note for Upstox traders. The Contract Note is a legal obligation for every stockbroker.

In conclusion, it serves as a confirmation of trades executed on a particular day on behalf of a client on a stock exchange and is generally sent by the end of the day. Additionally, this document is available in a digitally signed electronic format. Moreover, to view the details of segment-wise profit and loss, the taxpayer can download the Tax P&L Statement from their Upstox portal.

Steps to Download Contract Note for Upstox Traders

1. First You need to visit the Upstox Back-Office Portal.
   You can do it from here.
2. Enter the following details and click on the “Login” option:
   Select the User-Type from the drop-down list
   User Code
   Password
   
   
   
3. You will land on the homepage post login
   Click on the Download > Digital Sign option from the dashboard.
4. Next, select the “File Type” option and
   From here click on the “CW-Contract Note” option from the drop-down list and finally click on the “Go” option
   
   

Sample Contract Note from Upstox

The Upstox Contract Note contains details such as:

• Time of order placed
• Security name and codes
• Gross rate of the transactions (before deducting brokerage)
• Net rate of the transaction (after deducting brokerage)
• Cost(s) levied on the transaction

This Contract Note is sent every evening to the registered email ID.

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