Download Tax Profit and Loss report from Zerodha

Important Keyword: F&O Trading, Intraday, ITR-3, P&L Statement.

Download Tax Profit and Loss report from Zerodha

Zerodha allows you to download your Profit and Loss (P&L) Report online, which is crucial for calculating income tax on trading income. This report, similar to a Tax P&L statement, is essential for tax purposes. Traders also receive a “Trading Statement” that lists all transactions made across various segments over a specific period. This statement includes details such as:

• Date
• Time
• Script Name
• Purchase Price
• Sale Price
• Segment
• Quantity

These details help determine the tax liability.

Steps to download Profit and Loss Report

Follow these steps to download your Zerodha Tax P&L

1. Visit Zerodha Console
   
   
2. Login with your Kite credentials
   Enter your user ID and password
   
   
3. Click on Reports > Tax P&L
   
   
4. Select the specific Financial Year and Quarter
   (Q1-Q4) of the FY tax P&L statement, you wish to download.
   
   
5. Your reports Page will open up
   Next, click on the option “Download Tradewise Tax P&L for all segments” located at the bottom of the page.
   
   
6. Lastly, click on “Download Tradewise Tax P&L for all segments“
   An Excel sheet will be downloaded into your system
   
   
7. Now, you can view your downloaded Tradewise Tax P&L report from Zerodha account
   You can access this from downloads on your PC

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