by Shakshi Bharti | Jun 28, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, P&L Statement, Trading Income.
Download Tax Profit and Loss report from Upstox
Upstox provides an option to download your Profit and Loss (P&L) Report online, which is crucial for calculating income tax on trading profits. This report, similar to a Tax P&L statement, is essential for tax purposes. Traders also receive a “Trading Statement,” listing 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 Tax Profit and Loss report from Upstox
Follow these steps to download your Upstox Tax P&L
- Visit Upstox
- Login with your Upstox credentials
Enter the registered mobile number, OTP and 6-digit PIN
- Navigate to your Profile icon
Click on Reports & Corporate Actions
- Navigate to Reports
Click on Profit and Loss
- Navigate to Tax
Select the Financial Year and click on Download report
- An Excel sheet will be downloaded into your system
You can access this file from “downloads” on your PC
Read More: Download Contract Note for Traders from Zerodha
Web Stories: Download Contract Note for Traders from Zerodha
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 28, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, P&L Statement, Trading Income.
Download Tax Profit and Loss report Sharekhan
Sharekhan offers an online option to download your Profit and Loss (P&L) Report, which is crucial for calculating taxes on your trading income. This report is equivalent to a Tax P&L statement and provides a comprehensive overview of your trading activities. Traders also receive a “Trading Statement” that lists all the transactions made within a specific period across various segments. The Trading Statement includes details such as:
- Date
- Time
- Script Name
- Purchase Price
- Sale Price
- Segment
- Quantity
These details are essential for determining your tax liability.
Steps to download Profit and Loss Report from Sharekhan
- Log in to Sharekhan portal
Access the Sharekhan portal and login to your account.
- Search for Scrip summary
Do this from the search bar. You can view scrip summary separately for all the segments i.e Equity or F&O.
- Now you can now view your Scrip summary
From the dashboard - Click on the Excel sheet
Click on download your scrip summary
Read More: Download Ledger from Sharekhan
Web Stories: Download Ledger from Sharekhan
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 26, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, Trading Income.
Download tradebook from Zerodha
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 necessary for filing income tax from trading activities.
Steps to download the Ledger/Tradebook from Zerodha
- Visit Console
You can do it from here - Log in with your Kite credentials.
Enter the user name and password
- Go to Reports
Select Tradebook
- Select the necessary filters
Click on View - Your transaction details will be shown
On the screen - Click on Download XLSX | CSV
To download your trade book
- An excel sheet will be downloaded in your PC
This is how your trade book will look
Read More: Download Ledger from Sharekhan
Web Stories: Download Ledger from Sharekhan
Official Income Tax Return filing website: https://incometaxindia.gov.in/
by Shakshi Bharti | Jun 26, 2024 | Income Tax
Important Keyword: F&O Trading, ITR-3, P&L Statement, Trading Income.
Download Ledger from Sharekhan
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 necessary for filing income tax from trading activities.
Steps to download Ledger from Sharekhan
- Login to portal
You can do it from here.
- Click on Reports.
From the Dashboard - Select the ledger of any segment that you want to view
Eg: Equity Ledger Summary - Click on Equity Ledger Summary
From the options
- Select the necessary filters. Click on Show.
You can now view your Ledger summary. - Click on the excel sheet to download the ledger.
You can view it from your PC
Read More: Download Ledger from Motilal Oswal
Web Stories: Download Ledger from Motilal Oswal
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 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.
- Go to Reports
Select Ledger
- 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.
- Click on PDF symbol to download the ledger
You can view it from there then.
Read More: Download Ledger from Upstox
Web Stories: Download Ledger from Upstox
Official Income Tax Return filing website: https://incometaxindia.gov.in/
