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. 
   
   
2. Next, the top bar go to “Reports“
   Select “Trades”
   
   
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“
   
   
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/