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Download Tax Profit and Loss report from Zerodha

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

    Zerodha console login
  3. Click on Reports > Tax P&L

    Zerodha reports
  4. Select the specific Financial Year and Quarter
    (Q1-Q4) of the FY tax P&L statement, you wish to download.

    Zerodha reports detail
  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.

    Download Tradewise Tax P&L Zerodha
  6. Lastly, click on “Download Tradewise Tax P&L for all segments“
    An Excel sheet will be downloaded into your system

    Zerodha excel sheet
  7. 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/

Download Tax Profit & Loss Report from AngelOne

Download Tax Profit & Loss Report from AngelOne

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

  1. Login to your trading account

  2. After you have logged in, navigate to Accounts
    Select Tax P&L under Profit & Loss tab 

  3. Select the “time period” you want to download the report for

  4. 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/

Download Tax Profit and Loss report from Motilal Oswal

Download Tax Profit and Loss report from Motilal Oswal

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

  1. Go to the Motilal Oswal WebsiteYou can access it here.
  2. Click on “Login to Trade“From the Website

    MO Web page
  3. Fill your Client code and password
    And then click on “Login to MO Investor.” 

    Motilal Oswal login Page
  4. Click on the bot named “Talk to MO genie.”
    On the bottom right

    MO Genie
  5. Choose the option “Profit and Loss Statement.”
    Once the bot chat box opens up

    MO 1 chat box
  6. The bot will ask you to select an option
    You can select whichever Financial Year you wish to view

    MO 2 chat bot
  7. 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.

    MO 3
  8. Select the preferred “Ledger Statement” option
    Choose this from the drop-down list.

    MO 4 chat bot
  9. Select the Ledger Statement for the preferred timeline
    Pick the time period from the options


    MO 5 select timeline
  10. 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

    MO PL Statement

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/

Download Tax Profit and Loss report from Kotak Securities

Download Tax Profit and Loss report from Kotak Securities

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

  1. Log in to your Kotak Securities portal
    Visit the Kotak Securities portal and log in to your account by entering the required details. 

    login to Kotak securities
  2. Next, the top bar go to “Reports“
    Select “Trades”

    Trading report kotak securities
  3. Then, the Trading report is displayed
    There is an option to download the report. To download click on the “Down arrow” and choose “Excel

    download-trading-report
  4. 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/

Download Tax Profit and Loss report from ICICI Direct

Download Tax Profit and Loss report from ICICI Direct

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

  1. Log in to your ICICI Direct Account
    You can do it from here.

    Login to icici direct
  2. Navigate to Portfolio
    Under ‘Portfolio’, select ‘Equity’.

    icici portfolio
  3. Select the Time Frame
    Select the relevant Financial Year and Frequency. Press ‘View’.

  4. 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/

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