Home > Income Tax > Help Center > Tax P&L Statement Last Updated: Sep 30th 2022

How to download tax P&L statement from different brokers?

As more and more people trading in stocks, MFs, futures and options (aka FOs in short), tax P&L statement and/or equivalent statements are needed to prepare IT Returns, at the same time downloading and interpreting such statements is a feat of its own.

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This document covers all leading brokers on how to download and calculate the F&Os turnover to know the tax audit applicability and computation of turnover, profit/loss or capital gains.

1. Zerodha


1.1: How to download P&L statement from Zerodha ?

Login to https://kite.zerodha.com/ with the login credentials Once Dashboard Screen Go to top-right side menu Click Console On the Console Welcome Screen Go to Reports Menu (top-right) Click on Tax P&L Select FY 2021-22, from Q1 to Q4 Click on "Download Tax P&L report for all segments" link to download the excel report.


1.2: How to calculate turnover, gains from Zerodha ?

Zerodha: Kindly Go to Tradewise Exits Sheet and Enter the F&O, Currency, Commodity Turnover as per Column I

Zerodha Screen to download tax P&L Statement

2. Upstox


2.1: How to download P&L statement from Upstox ?

Login to https://login.upstox.com/ with the login credentials (using registered mobile number & OTP On the Welcome Screen Select Reports Click on Profit & Loss option Click on Tax tab (3rd tab) Select FY 2021-22 Download Report in Excel.


2.2: How to calculate turnover, gains from Upstox ?

Upstox: Kindly go to F&O, Currency and Commodity Sheet and take the turnover as per Column U

Upstox tax P&L statement download

3. Sharekhan Equity


3.1: How to download P&L statement from Sharekhan ?

Login to https://www.sharekhan.com/ using credentials Select fifth tab "Reports" Click on "Capital Gain" link under "Portfolio Report" Section Now you see "Capital Gain Report" page, Select FY 2021-22 (right side) Click on Green color excel icon to download the data in excel form.


3.2: How to calculate gains from Sharekhan ?

After downloading the sharekhan portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

ShareKhan Tax P&L Statement Download

4. ShareKhan F&Os


4.1: How to download P&L statement from Sharekhan ?

Login to https://www.sharekhan.com/ using credentials Select fifth (5th) tab "Reports" Click on "FNO transaction" link under "Transaction Report" Section Click on "TAX P&L" link in the 2nd level menu (last one) Now click on "TAX P&L DETAIL" Select "FNO" for Segment dropdown FY 2021-22 & Click "SHOW" Now Click on excel icon (2nd small icon) to download the tax P&L report in excel form.


4.2: How to calculate turnover, gains from Sharekhan ?

After downloading the sharekhan portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

Sharekhan tax P&L statement download

5. Paytm


5.1: How to download P&L statement from Paytm ?

Login to https://www.paytmmoney.com/ using Credentials Click on "Stocks" menu Enter passcode Go to Top-Right User menu or your photo Select "Statements" on the left side Select "Tax P&L" under "Statement Type" dropdown Select FY 2021-22 Click on Download button to download the Equity data in excel form.


5.2: How to calculate turnover, gains from Paytm ?

After downloading the sharekhan portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

Paytm tax P&L statement download

6. ICICI Direct CG


6.1: How to download P&L statement from ICICI Direct ?

Login to https://secure.icicidirect.com/customer/login Click on " Portfolio " tab after Login Click on " P&L Statement " under Statements & Reports Select "Equity" Select Period FY 2021-22 Click on View Download " Excel " (right hand side)


6.2: How to calculate gains from ICICI Direct ?

a. Download ICICI Options and Option Plus Tradebook for F&O, Commodities and Currency and filter the Sell Transactions. Sum the Sell value and enter the amount in Sell Value of Options.

b.Download the Profit and Loss report and take the absolute sum of Gains and losses and enter the amount.

ICICI CG statement download

7. ICICI Direct MFs


7.1: How to download P&L statement from ICICI Direct ?

Login to https://secure.icicidirect.com/customer/login Click on " Portfolio " tab after Login Click on " P&L Statement " under Statements & Reports Select "Mutual Funds" Select Period FY 2021-22 Click on View Download " Excel " (right hand side).


7.2: How to calculate gains from ICICI Direct ?

a. Kindly download ICICI Options and Option Plus Tradebook for F&O, Commodities and Currency and filter the Sell Transactions. Sum the Sell value and enter the amount in Sell Value of Options

b. Kindly download the Profit and Loss report and take the absolute sum of Gains and losses and enter the amount

ICICI MFs statement download
Find whether you need a tax audit or not? using Tax Audit Calculator

8. 5paisa


8.1: How to download P&L statement from 5paisa?

Login to https://login.5paisa.com/ using credentials on the left side panel menu, click on "My Reports" Click on Tax report under Portfolio Reports (left menu) Select Segment "Equity" / "Derivatives", Select "ALL" for List of traded instruments drop-down, Select FY 2021-22 Click on Green color Excel icon to download the report in Excel form.


8.2: How to calculate turnover, gains from 5paisa ?

After downloading the 5paisa portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

5paisa tax P&L statement download

9. Angle One


9.1: How to download P&L statement from Angle One ?

Login to https://trade.angelbroking.com/ using the credentials Click Reports in Welcome Screen Select Type of Report "P & L Summary" Select "All" Select FY 2021-22 Click "Go" Click on Excel icon (green) at To-Left side of the screen Use the Excel for upload and to populate trade data.


9.2: How to calculate turnover, gains from Angle One ?

After downloading the 5Paisa portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

angel one tax statement download

10. Reliance


10.1: How to download P&L statement from Reliance ?

Login to https://www.reliancesmartmoney.com/ using the credentials On the Welcome Screen Go to top right corner and click on the user menu Click on Reports On the left side menu Click on Historical Reports to expand Click on Profit & Loss Report at the end Select FY 2021-22 Select "Tax Profit & Loss at the right-side dropdown Click View Click on excel symbol on the right-side to download the excel report.


10.2: How to calculate turnover, gains from Reliance ?

After downloading the reliance portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

Reliance tax report download

11. Alice Blue


11.1: How to download P&L statement from Alice Blue ?

Goto https://bot.aliceblueonline.com/ Login with Credentials After Login Go to top-right user menu Click Back Office option Click on "Click here to Login" (blue button) Select the FY 2021-22 and click on Reports Click on "Global P&L Report" Here in the Global P&L Statement Section, click "View" Click on Excel at the left-middle of the screen to download the excel and use.


11.2: How to calculate turnover, gains from Alice Blue ?

After downloading the alice portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.

Alice Blue statement download

12. Any Other


12.1: How to download P&L statement from Any Other broker ?

Login to the broker portal Go to Reports Menu Click on tax P&L Statement option Select for FY 2021-22 period Select futures, options, commodity, currency Download the report in Excel form.

Above is a generalised statement but if you have a scenario that need to be documented here, please share the information to support@eztax.in


12.2: How to calculate turnover, gains from Any Other broker?

Based on the broker statement, after downloading the other portal's tax P&L statement in excel Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.




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