by Shakshi Bharti | Jun 26, 2024 | Income Tax
Important keyword: F&O Trading, P&L Statement, Trading Income.
Download Ledger from Motilal Oswal
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 for a particular financial year, which is crucial when filing income tax on trading income.
Steps to Download the ledger from Motilal Oswal
- Log in to Motilal portal.
You can do it from here.
![Motilal Oswal Login Page](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Motilal-Oswal-Login-Page-1.png)
- Go to Reports
Select Ledger
![Reports motilal oswal](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Reports-motilal-oswal.png)
- You can view your Financial summary
You can do this segment wise
- Click on any ledger detail
A pop will be displayed disclosing further details.
![Motilal oswal records](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Motilal-oswal-records.png)
- Click on PDF symbol to download the ledger
You can view it from there then.
![download tradebook motilal oswal](https://assets.learn.quicko.com/wp-content/uploads/2020/03/download-tradebook-motilal-oswal.png)
Read More: Download Ledger from Upstox
Web Stories: Download Ledger from Upstox
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 26, 2024 | Income Tax
Important keyword: F&O Trading, P&L Statement, Trading Income.
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
![Login to upstoxs](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Login-to-upstoxs.png)
- 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
![upstoxs account ledger](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstoxs-account-ledger.png)
- Select the necessary filters
Click on Go
- Result will appear
Click on Export in Excel sheet
![upstoxs ledger](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstoxs-ledger.png)
Read More: Download Contract Note for Angel Broking Traders
Web Stories: Download Contract Note for Angel Broking Traders
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important Keyword: F&O Trading, Speculative Income, Trading Income, Upstox Traders.
Open a Trading Account online on Upstox
You can open a trading account online with Upstox. The transformation of stock markets from an open outcry system to an electronic system has made trading more accessible and efficient. A trading account acts as an investment account that holds your cash or securities electronically, allowing you to buy or sell those securities in the stock market. Stock traders use online trading platforms to trade various instruments, such as shares, securities, commodities, and currencies. Income from trading in Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading is considered Business Income for tax purposes.
Steps to open a Trading Account online on Upstox
- Visit Upstox website
Firstly, click on Open a free Demat account.
![upstox open free account online](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-1.png)
- Fill your email and phone number
Click on Process.
![upstox account open process](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-2.png)
- Fill your PAN number and Birthdate as per PAN
Click on Next.
![upstox fill pan details](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-3.png)
- Select from options given below
You can choose the option as per your requirement.
![upstox fill aadhaar based details](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-4.png)
- Check the tickbox
Click on Next.
![upstox fill aadhaar details](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-7.png)
- Select the segments you want to trade-in
Mention coupon code if any or click on Next.
![upstox choose plan](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-8.png)
- Enter your bank details.
Click on Next.
![upstox add bank details](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-9-2.png)
- Upload your digital signature.
You can also submit your income proof (Optional). Click on Next.
![upstox upload digital sign](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-10.png)
- Upload Aadhaar document in two parts- front and back
Manually fill the details on the right as per Aadhaar. Click on Next.
![upstox upload aadhaar](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-11.png)
- Upload your digital PAN copy and Passport size photograph
Click on Next.
![upstox upload PAN](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-12.png)
- Choose a brokerage plan as per your need
Click on Continue.
![upstox choose brokerage plan](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-13.png)
- Esign using Aadhaar Number.
The mobile number has to be linked with Aadhaar. Click on Esign Now.
![upstox Esign](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-14-e1583410854606.png)
- You will receive an OTP on your mobile number linked with your Aadhaar
Fill the OTP. Click on Submit.
![upstox Esign OTP](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-15.png)
- Sign Now
Click on the option to Sign
![upstox sign now](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-16.png)
- You will be redirected to the NSDL portal
Fill your Aadhaar number. You will receive an OTP. Fill the OTP. Click on Verify OTP.
![upstox TIN-NSDL](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-17.png)
- Upload your In Person Verification (IPV) video
Click on Next.
![upstox IPV proof](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-18.png)
- After your IPV video is uploaded
Click on Next.
![upstox IPV proof upload](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-19.png)
- Finally, the process is now complete
You will get the user id and password when your account gets activated.
![upstox application submitted](https://assets.learn.quicko.com/wp-content/uploads/2020/03/upstox-20.png)
Read More: Download Tradebook from Angel Broking
Web Stories: Download Tradebook from Angel Broking
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important Keyword: Angel Broking, F&O Trading, Intraday, ITR-3, Trading Income.
Download Tradebook from Angel Broking
Angel Broking allows you to download your Tradebook from their trading portal. A Ledger or Tradebook contains all the transactions made in the stock market from a trading account, covering all segments like 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 specific financial year.
Steps to download Trade book from Angel Broking
- Log in to your Angel Broking portal
Add your user name and password here.
- Go to Reports
Next, select this option from the dashboard
![Angel broking reports](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Angel-broking-reports.png)
- Go to Transactional Reports.
From the Reports dropdown
- From the drop-down select Ledger and all other necessary filters.
Finally, click on Go.
![Angel broking transactional reports](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Angel-broking-transactional-reports.png)
- Click on the Excel sheet
Here you can download the ledger.
![angel broking download ledger](https://assets.learn.quicko.com/wp-content/uploads/2020/03/angel-broking-download-ledger.png)
- The ledger will be downloaded on your PC
You can view it from there
Read More: Open a trading account online on Angel Broking
Web Stories: Open a trading account online on Angel Broking
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 24, 2024 | Income Tax
Important keyword: Angel Broking, F&O Trading, Intraday, Speculative Income, Trading Income.
Open a trading account online on Angel Broking
Opening a trading account online with Angel Broking is now convenient. The evolution of stock markets from open outcry systems to electronic platforms has made trading more efficient and accessible. A trading account serves as an investment account where you can electronically hold cash or securities and execute buy or sell orders for various instruments such as shares, securities, commodities, and currencies through online trading platforms.
For income tax purposes, earnings from activities like Equity Intraday, Equity Futures & Options (F&O), Commodity Trading, and Currency Trading are classified as Business Income.
Steps to open a trading account online on Angel Broking
- Visit the Angel Broking website
You can access also it from here
- Click on Open an account
Fill your Name, and also your Mobile Number and Location
![open angel broking account](https://assets.learn.quicko.com/wp-content/uploads/2020/03/open-angel-broking-account.png)
- Fill the following details
Date of Birth
PAN Number
Email id
Bank Account Number
IFSC Code
- Click on “Take me ahead” option
As seen below
![angel broking acc details](https://assets.learn.quicko.com/wp-content/uploads/2020/03/angel-broking-acc-details.png)
- Fill your personal details
You get the following options to fill your personal details. Choose an option as per your convenience:
– Aadhaar offline (keep your PAN card handy)
– DigiLocker (keep your PAN card handy)
– Enter Manually (keep your PAN card, Address proof and a photo ready)
![Enter personal details angel broking](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Enter-personal-details-angel-broking.png)
- For Enter Manually, you will be required to fill the below details
Click on Continue![angel broking cntinue](https://assets.learn.quicko.com/wp-content/uploads/2020/03/angel-broking-cntinue.png)
- Click on Proceed to ESign
After you upload the following documents:
![Angel broking esign](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Angel-broking-esign.png)
- You will be redirected to the NSDL portal
Enter your Aadhaar number linked with your mobile number. Check the tick box. Click on Send OTP.
![aadhaar esign otp](https://assets.learn.quicko.com/wp-content/uploads/2020/03/aadhaar-esign-otp.png)
- You will receive an OTP on your registered number
Fill the OTP. Click on Verify OTP.
![verify otp angel broking](https://assets.learn.quicko.com/wp-content/uploads/2020/03/verify-otp.png)
- An In Person Verification video proof will be required
Record a 10 seconds video. Click on Proceed. (You can also click on Send a mobile link and record the video from your mobile phone.)
![angel broking IPV](https://assets.learn.quicko.com/wp-content/uploads/2020/03/angel-broking-IPV.png)
- You will receive a POA document on your email
Finally, you are required to submit that document by either couriering your self or scheduling a pick up on your convenient location.
- The application is now successfully submitted
Your account will open soon!
Read More: ICICI Direct: Download Holding Statement for Traders
Web Stories: ICICI Direct: Download Holding Statement for Traders
Official Income Tax Return filing website: https://incometaxindia.gov.in/