Important keyword: F&O Trading, P&L Statement, Trading Income.
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Download Ledger from Upstox
It allows you to download your Tradebook or Ledger from their trading portal. A Tradebook or Ledger contains all the transactions made in the stock market from a trading account, covering all segments such as Equity, Futures, Options, and more. Essentially, a trading ledger is the same as a Tradebook. These ledgers are also used to prepare a Profit & Loss statement, which is crucial for calculating income tax on trading activities for a particular financial year.
Steps to download the Ledger from Upstox
- Visit Up Stox platform
Use this link to login - Log in with your user id and your password
Your password will be your PAN in caps lock if you are logging in for the first time. - Go to Account
Select Ledger - Select the necessary filters
Click on Go - Result will appear
Click on Export in Excel sheet
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Official Income Tax Return filing website: https://incometaxindia.gov.in/
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