Download Tax Profit and Loss Report from Upstox

Upstox P&L Report: Essential for calculating income tax on trading profits. The report includes details like date, time, script name, purchase price, sale price, segment, and quantity.

Steps to Download Upstox Tax P&L Report: Visit Upstox: Go to the Upstox website. Login: Enter your registered mobile number, OTP, and 6-digit PIN. Profile Icon: Click on your profile icon.

Reports & Corporate Actions: Select this option. Profit and Loss: Navigate to the “Profit and Loss” section. Select Financial Year: Choose the desired financial year under the “Tax” section.

Download Report: Click on “Download report.” Access File: Find the Excel sheet in your PC’s “Downloads” folder.