2. The tax P&L report also includes a tradewise P&L for all segments, including a provision for grandfathering long term capital gains (LTCG) on equity and equity mutual fund investments made on or before January 31, 2018. Tradewise P&L contains all the information you need to report long term transactions under Section 112A in your ITR.
3. In 2019, a tax on all buybacks was introduced and profits from buybacks are no longer taxed in the hands of the investors. So all buybacks trades are shown separately in the tradewise P&L so that the profits from all buybacks can be reduced from the total short term capital gains.
Zerodha Download Capital Gains Statement
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Tax P&L reports are generated based on all the data we have on trades, corporate actions, and stocks transferred in and out of Zerodha at the time of generating the report. The accuracy of the reports can also be verified by comparing contract notes, tradebook, and the funds statement.
Contract notes include all the trades executed on a particular day. They contain a breakdown of all the charges incurred for the transactions. To download contract notes, follow the steps below:
We recently recorded a webinar with Quicko on how to file your taxes. The webinar has a detailed walkthrough on how to file taxes, common queries about taxation, audit applicability, AIS, taxes on gifting, and more. Please do check it out.
Can you please provide the Tax P&L statement in the format exactly similar to Form 112A of ITR which needs to be uploaded by us while filing Capital Gains?
This will be of great help if provided by Zerodha.
Hello,till current fy ie 2022-23 i have mentioned / shall mention LTCG and STCG in ITR. I have also mentioned F@o profit under presumptive taxation. Since 2023-24 my number of transactions will be much more. Can i replace stcg with business income? I mean can i show ltcg and business income, no stcg. Are there any rules/ conditions for switching from stcg to business income for the same work of buying and selling shares on delivery basis only number of transactions will increase?
I HAVE 2 DOUBTS FOR CLARIFICATION (1) IN MY ACCOUNT TOTAL CHARGES OF RS.23.87K AND OTHER CREDITS/DEBITS OF RS.1.63K HAVE BEEN MENTIONED. HOW MUCH AMOUNT SHOULD I TAKE FOR THE IT RETURN OUT OF THESE AMOUNTS
(2) UNREALISED PROFITS HAVE BEEN MENTIONED AND HOW TO TREAT THIS ITEM IN THE IT RETURN. PLEASE CLARIFY
It is surprising to see the childish work of Quicko in filing itr3. I paid the desired fee for filing my ITR3. I asked them to send me the JSON file to verify.
I was shocked to see the filled ITR3 as there were so many errors in it.
Lastly to see their poor knowledge in ITR filing, I was compelled to forgo the charges paid to QUICKO and hired some other agency.
The schedule meeting for 30 minutes and expect to complete filing of so complicated ITR3.
So, it is my sincere advice not to go to such horrible agency who do not know abc of Income Tax.
In futurei It is going to create bad name also to Zerodha who are involving QUICKO for filing of ITR.
i have STCL Rs. 6500 in shares, Intraday Loss Rs. 550 in shares and loss in Options trading Rs. 251000 around with turnover of Rs. 1.20 Crores. my income from other business is Rs. 200000. Please tell do i need Audit by CA ? if yes under which section & clause ?
I am not a trader. My income is STCG /LTCG only. However I have only one intra day transaction having profit of Rs. 1000/- (speculative income). Is it OK if I file ITR-2 by including trading profit in STCG.?
how to verify the data given in AIS with your data.they given data from cdsl under the head purchase and sale of secutities value.what are the corresponding figures in your report?there is no head of expenditure,in Ais,how can we arrive the net profit figure with out expenditure heading
Very useful information and great learning from the audio. I got confidence that I can on my own file ITR which otherwise I felt it was very tedious procedure. Yours is very simple way of teaching, sir.
Thank you very much. You are great and Zerodha is also great.
You are sending the reports at the eleventh hour. These reports should have been sent at least one month back. So that it would be useful for filing the ITR returns. We hope you will take care of our opinion.
The newsletter in email message received today, should have been sent to the clients long ago after the Tax P&L was ready and available for downloads. Some of the details are not accurate such as Dividends. Further, if the charges, which are to be deducted from the profits should be shown separately and the net gains to be shown in for IT purposes should be shown in the different segments, such as Intraday, STCG, LTCG, etc for the benefits of the clients. Request the Zerodha team to be more accurate in the data and presentation.
Anyways, whatever the team Zerodha has already done for their clients are highly appreciable and great. Keep up the good work. There is always scope for further improvements.
Hey Praveen, the STCG, LTCG, and intraday profit numbers are excluding charges. While filing ITR the charges have to be reported separately. Hence the charges in the Tax P&L statement are shown separately.
There is difference in Buy & Sell value compared to your report to the report uploaded to AIS.In Holding Statment particularly Invested value figure are misleading compared to previous financial year. Even same report of even date differs with Daily invested value of Kite. As a leading Brokerage firm accuracy is not taken care. Please look into mathematical part.
In TaxPnL the scripwise charges not matching with summary .Further in many cases intraday, short term & longterm charges not mentioned scripwise separately.It is having zero values. It shows sorry state of affairs with Zerodha.Naam bada darshan thoda.Sadak chhap companies giving scripwise charges and vlean tax pnL reports whereas zerodha not able to hive despite many reminders.It us high time to change your broker.
These reports are really helpful in filing the returns. However, the dividend received report is still having errors and it is not matching with the bank statement or the AS26 report or AIS reports. I have reported this many years back but no improvement
I agree with Krishnam above. A quarterly breakup as required in ITR filing can be introduced for STCG, LTCG and for Dividends. More so for STCG & LTCG. It would be a great feature to see in the Tax PnL as it would make the filing so much more seamless
How do I view capital gains statements on mutual funds invested and sold on Coin? Since they are stored in demat, I will not be able to get statements through AMC houses either. Does Zerodha provide yearly capital gains statements for mutual funds?
Login to using the credentials Click Reports in Welcome Screen Select Type of Report "P & L Summary" Select "All" Select FY 2023-24 Click "Go" Click on Excel icon (green) at To-Left side of the screen Use the Excel for upload and to populate trade data.
NOTE : CAMS Online is not differentiating Equity vs non-equity (Debt Funds etc.), if you have traded any non-equity funds, after uploading and saving data, under MANAGE section, edit the corresponding entry and change from Equity to Debt Fund and Save.
Go to and Login with Credentials After Login Go to Portfolio Reports and click on Capital gains and loss Statement Select the Financial Year or Custom Dates and click on Go Click on Download and select the format as xlsx and click on download consolidated report.
After downloading the Binance portal's transaction history or Tax P&L statement in excel Filter / Sort the coin / asset wise, match the volume sold with bought quantity for every coin and determine the correct sale value and purchase value.
Go to and login with mobile number and password Click on your image at the extreme top right of the Page and go to My profile on Dhan Click on Statements & Reports at the left side of Page Click on Generate Statement for and select Profit & Loss Statement and select the custom time period and give the date from 01/04/2023 to 31/03/2024 and click on send email at the bottom of the page.
Go to and login with user Id, password and PAN Go to Reports and click on Profit and Loss Statement Select the From date and To date and segment as "All" and click on view Click on Download and download CSV.
Login to using your email Id and Password and enter the OTP and PIN Click on My profile (your Photo) at the extreme right side of the screen and go to Reports Click on capital Gains-Stocks for Equity+Intraday, Capital gains-Mutual Funds for Mutual Funds, Tax Report- F&O for Derivatives under Tax Filing Tab Choose Financial year and click on Download The file will be downloaded in xlsx format
There is no extension in the deadline for filing income tax returns (ITR). With five days left for the due date of July 31, the Income Tax department has asked taxpayers to avoid last minute rush and complete their ITR process. Nithin Kamath, the co-founder of Zerodha on Tuesday stated that don't miss filing even if you have made losses or else you may get a notice from the IT department. Kamath said their tax P&L report has everything to file ITR such as capital gains, speculative & business income, turnover reports, and more. Currently, taxpayers are required to file ITR for FY22 (the assessment year 2022-23).
The stock broker cited that in 2019, a tax on all buybacks was introduced and profits from buybacks are no longer taxed in the hands of the investors. So all buyback trades are shown separately in the trades-wise P&L so that the profits from all buybacks can be reduced from the total short-term capital gains.
Also, all the dividends for the previous financial year are shown separately. Dividends have to be filed under the income from other sources head in your ITR. Meanwhile, all the charges and credits that are not part of your contract notes are shown on a separate sheet as other debits and credits. 152ee80cbc
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