by Shakshi Bharti | Jun 29, 2024 | Income Tax
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
- Visit Zerodha Console
- Login with your Kite credentials
Enter your user ID and password
- Click on Reports > Tax P&L
- Select the specific Financial Year and Quarter
(Q1-Q4) of the FY tax P&L statement, you wish to download.
- 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.
- Lastly, click on “Download Tradewise Tax P&L for all segments“
An Excel sheet will be downloaded into your system
- Now, you can view your downloaded Tradewise Tax P&L report from Zerodha account
You can access this from downloads on your PC
Read more: Download Tax Profit & Loss Report from AngelOne
Web Stories: Download Tax Profit & Loss Report from AngelOne
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 29, 2024 | Income Tax
Important Keyword: F&O Trading, Intraday, ITR-3, P&L Statement.
Download Tax Profit & Loss Report from AngelOne
It 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 from AngelOne
Follow these steps to download your Tax P&L
- Login to your trading account
- After you have logged in, navigate to Accounts
Select Tax P&L under Profit & Loss tab
- Select the “time period” you want to download the report for
- Now, you can view the downloaded Excel file
Read More: Download Tax Profit and Loss report from Motilal Oswal
Web Stories: Download Tax Profit and Loss report from Motilal Oswal
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 29, 2024 | Income Tax
Important keyword: F&O Trading, Intraday, ITR-3, P&L Statement.
Download Tax Profit and Loss report from Motilal Oswal
Motilal Oswal allows you to download your Profit and Loss (P&L) Report online, which is crucial for calculating taxes 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 from Motilal Oswal
- Go to the Motilal Oswal WebsiteYou can access it here.
- Click on “Login to Trade“From the Website
- Fill your Client code and password
And then click on “Login to MO Investor.”
- Click on the bot named “Talk to MO genie.”
On the bottom right
- Choose the option “Profit and Loss Statement.”
Once the bot chat box opens up
- The bot will ask you to select an option
You can select whichever Financial Year you wish to view
- Moving ahead, the bot will give you the start date and end date of that Financial Year you selected
Apart from that, the bot will give you an option of “Email” which means that your P&L report will be emailed to your registered Email address.
- Select the preferred “Ledger Statement” option
Choose this from the drop-down list.
- Select the Ledger Statement for the preferred timeline
Pick the time period from the options
- Lastly, after putting in all the details, your P&L Report will be emailed to your registered email address
Finally, you can go to your email and access it
Read More: How can taxpayers Track their High-Value Transactions?
Web Stories: How can taxpayers Track their High-Value Transactions?
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 29, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, P&L Statement.
Download Tax Profit and Loss report from Kotak Securities
Kotak Securities 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 from Kotak Security
- Log in to your Kotak Securities portal
Visit the Kotak Securities portal and log in to your account by entering the required details.
- Next, the top bar go to “Reports“
Select “Trades”
- Then, the Trading report is displayed
There is an option to download the report. To download click on the “Down arrow” and choose “Excel“
- The file will be downloaded on your PC
Then you can view it.
Read More: Download Tax Profit and Loss report from ICICI Direct
Web Stories: Download Tax Profit and Loss report from ICICI Direct
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 29, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, P&L Statement.
Download Tax Profit and Loss report from ICICI Direct
ICICI Direct 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 and the applicability of a tax audit.
Steps to download Tax P& L report from ICICI Direct
- Log in to your ICICI Direct Account
You can do it from here.
- Navigate to Portfolio
Under ‘Portfolio’, select ‘Equity’.
- Select the Time Frame
Select the relevant Financial Year and Frequency. Press ‘View’.
- Download the Report
Press on ‘Download’ to download the report to your device.
Read More: Download Tax Profit and Loss report from Upstox
Web Stories: Download Tax Profit and Loss report from Upstox
Official Income Tax Return filing website: https://incometaxindia.gov.in/
