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
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16132021/Capture.png)
- Login with your Upstox credentials
Enter the registered mobile number, OTP and 6-digit PIN
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16132354/Capture-1.png)
- Navigate to your Profile icon
Click on Reports & Corporate Actions
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16135505/Frame-21598.png)
- Navigate to Reports
Click on Profit and Loss
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16135855/Frame-21599.png)
- Navigate to Tax
Select the Financial Year and click on Download report
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16140405/Frame-21600.png)
- An Excel sheet will be downloaded into your system
You can access this file from “downloads” on your PC
![](https://assets.learn.quicko.com/wp-content/uploads/2020/02/16150625/Frame-21601.png)
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.![sharekhan login](https://assets.learn.quicko.com/wp-content/uploads/2020/03/sharekhan-login.png)
- 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.![sharekhan scrip summary](https://assets.learn.quicko.com/wp-content/uploads/2020/03/sharekhan-scrip-summary.png)
- Now you can now view your Scrip summary
From the dashboard
- Click on the Excel sheet
Click on download your scrip summary![equity scrip summary](https://assets.learn.quicko.com/wp-content/uploads/2020/03/equity-scrip-summary.png)
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![Zerodha console login](https://assets.learn.quicko.com/wp-content/uploads/2020/01/Zerodha-console-login.png)
- Go to Reports
Select Tradebook![zerodha reports](https://assets.learn.quicko.com/wp-content/uploads/2020/03/zerodha-reports.png)
- 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
![Zerodha tradebook](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Zerodha-tradebook.png)
- An excel sheet will be downloaded in your PC
This is how your trade book will look
![Zerodha Tradebook excel](https://assets.learn.quicko.com/wp-content/uploads/2020/03/Zerodha-Tradebook-excel.png)
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.
![sharekhan login](https://assets.learn.quicko.com/wp-content/uploads/2020/03/sharekhan-login.png)
- 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
![sharekhan ledger](https://assets.learn.quicko.com/wp-content/uploads/2020/03/sharekhan-ledger.png)
- 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
![sharekhan equity ledger](https://assets.learn.quicko.com/wp-content/uploads/2020/03/sharekhan-equity-ledger.png)
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.
![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/