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
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iMzc5IiB2aWV3Qm94PSIwIDAgNzAwIDM3OSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Login with your Upstox credentials
Enter the registered mobile number, OTP and 6-digit PIN
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iODc1IiB2aWV3Qm94PSIwIDAgNzAwIDg3NSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Navigate to your Profile icon
Click on Reports & Corporate Actions
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iMzQyIiB2aWV3Qm94PSIwIDAgNzAwIDM0MiI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Navigate to Reports
Click on Profit and Loss
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iNDM4IiB2aWV3Qm94PSIwIDAgNzAwIDQzOCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- Navigate to Tax
Select the Financial Year and click on Download report
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iMjcxIiB2aWV3Qm94PSIwIDAgNzAwIDI3MSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
- An Excel sheet will be downloaded into your system
You can access this file from “downloads” on your PC
![](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MDAiIGhlaWdodD0iNDAxIiB2aWV3Qm94PSIwIDAgNzAwIDQwMSI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTc3IiBoZWlnaHQ9IjY3NSIgdmlld0JveD0iMCAwIDE1NzcgNjc1Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNjAwIiBoZWlnaHQ9IjkwMCIgdmlld0JveD0iMCAwIDE2MDAgOTAwIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTk3IiBoZWlnaHQ9IjUzMSIgdmlld0JveD0iMCAwIDE1OTcgNTMxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDI0IiBoZWlnaHQ9IjU0MCIgdmlld0JveD0iMCAwIDEwMjQgNTQwIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Go to Reports
Select Tradebook![zerodha reports](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMTgzIiBoZWlnaHQ9IjY4NSIgdmlld0JveD0iMCAwIDExODMgNjg1Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMjI3IiBoZWlnaHQ9IjY4NyIgdmlld0JveD0iMCAwIDEyMjcgNjg3Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- An excel sheet will be downloaded in your PC
This is how your trade book will look
![Zerodha Tradebook excel](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTkzIiBoZWlnaHQ9Ijg1MyIgdmlld0JveD0iMCAwIDE1OTMgODUzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTc3IiBoZWlnaHQ9IjY3NSIgdmlld0JveD0iMCAwIDE1NzcgNjc1Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTUxIiBoZWlnaHQ9IjY5MSIgdmlld0JveD0iMCAwIDE1NTEgNjkxIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTg3IiBoZWlnaHQ9IjcwMyIgdmlld0JveD0iMCAwIDE1ODcgNzAzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNDU2IiBoZWlnaHQ9IjU0MiIgdmlld0JveD0iMCAwIDE0NTYgNTQyIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Go to Reports
Select Ledger
![Reports motilal oswal](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTk1IiBoZWlnaHQ9IjY1NyIgdmlld0JveD0iMCAwIDE1OTUgNjU3Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- 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](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNTg1IiBoZWlnaHQ9IjYyMyIgdmlld0JveD0iMCAwIDE1ODUgNjIzIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==)
- Click on PDF symbol to download the ledger
You can view it from there then.
![download tradebook motilal oswal](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI3MTEiIGhlaWdodD0iMjEwIiB2aWV3Qm94PSIwIDAgNzExIDIxMCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgc3R5bGU9ImZpbGw6I2NmZDRkYjtmaWxsLW9wYWNpdHk6IDAuMTsiLz48L3N2Zz4=)
Read More: Download Ledger from Upstox
Web Stories: Download Ledger from Upstox
Official Income Tax Return filing website: https://incometaxindia.gov.in/