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

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

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Important keyword: Sharekhan, sharekhan p&l, Trading Income.

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

To effectively manage your trading activities and ensure compliance with income tax regulations, several essential documents are required. These documents include Tax P&L (Profit and Loss), Contract Notes, Holding Statements, and more.

This article will guide you through the following:

How to Create and Log in?

  1. Visit the Sharekhan websiteClick on Open an account.
    You can access it here.sharekhan open account
  2. Click on Open trading account
    As seen below:sharekhan open trading account
  3. After that, fill in your details
    Including:
    -Name
    -Email id
    -Mobile number
    -Location
    -Pincode
  4. Next, click on Open trading account
    As seen below: 

    sharekhan account details
  5. Online process of account opening is completed
    Finally, the process is offline from here.

    thank you sharekhan
  6. A sales representative will shortly contact you
    After that, will require documents such as:
    -Self-attested PAN
    -Self-attested Aadhaar
    -Passport size photo
    -Canceled cheque or bank passbook to link with your account
  7. Finally, once your documents get processed, your account will get activated.You will receive a notification for the same.

8. Sharekhan login

Once your account is activated, navigate to the website and enter your user id and password and click on login.

How to download Ledger for Sharekhan traders?

Here’s how you can download the ledger from your account:

  • Step 1: Log in to Sharekh an portal
sharekhan login
  • Step 2: Click on Reports
  • Step 3: Select the ledger of any segment that you want to view. Eg: Equity Ledger Summary
  • Step 4: From the options, click on Equity Ledger Summary
sharekhan ledger
  • Step 5: Select the necessary filters. Click on Show. You can now view your Ledger summary.
  • Step 6: Click on the excel sheet to download the ledger. You can view it from your PC
sharekhan equity ledger

How to download Tax Profit and Loss Report?

  • Step 1: Log in to the Sharekhan portal and login to your account.
sharekhan login
  • Step 2: Search for Scrip summary. You can do this from the search bar. You can view the scrip summary separately for all the segments i.e Equity or F&O.
sharekhan scrip summary
  • Step 3: Now you can now view your Scrip summary from the dashboard
  • Step 4: Click on the Excel sheet. Click on download your scrip summary
equity scrip summary

How to download Contract notes for Sharekhan traders?

  • Step 1: Visit the Sharekhan portal and click on the “Login/Trade” option
Sharekhan Homepage
  • Step 2: Next, you will be redirected to the login page. Enter the login ID/e-Mail ID and click on the “Next” option. Then fill in the “Membership Password” in the respective field.
Sharekhan Login Page
  • Step 3: After you log in, click on the “Reports” option and select this from the dashboard
Sharekhan Homepage Post-Login
  • Step 4: Next, click on the “Contract Tracker” option from under the particular column. Select which Contract Note you wish to view/download.
Sharekhan Contract Note Tracker

Read More: EPF Balance Check: Step-by-Step Process

Web Stories: EPF Balance Check: Step-by-Step Process

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

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