Guide to Download Tax P&L Statement from Kotak Securities

Introduction

Capital gains are profits one earns from the sale of assets such as stocks, mutual funds and real estate. The gains will be classified as short term or long term based on how long they have been held.

Instead of manually entering the details you can simply upload a “Capital Gains Statement” that is a consolidation of your investment performance, capital gains and income on Kotak Securities for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the Kotak Securities website.

Index

  • Process to download Tax P&L from Kotak Stock Traders - Web
  • Process to download Tax P&L from Kotak Stock traders Mobile Application
  • Process to download Tax P&L from Kotak Neo - Web

 Users can click on the below deep-links to download the reports

Kotak Stock Trader Web & App users - The customer can click link below to land on the report page and download

https://www.kotaksecurities.com/statement/taxpnl?wlsrc=

Kotak Neo (Web & App) - The customer can click below to land on the report page and download https://app-link.kotaksecurities.com/sio/ST_TAXPNL

Process to download Tax P&L from Kotak Stock Trader - Web

Step 1 : Login to your Kotak Securities Demat Account

Step 2 : Navigating to the Statements section

  • Click on the “Profile” function which is placed on top right of the dashboard
  • Scroll down in the same section and under “Dashboards” section, click on “Statements”

Step 3 : Select Tax P&L Statement

 After clicking “Statements”, you will get a pop-up with different types of statements. From the list, click on Tax P&L.

Step 4 : Download the statement

  •  On Tax P&L report page, select the “financial year” and select “Detail” and click on “Go”.
  • Your Tax P&L data will be Click on “Generate” to download the report.

Process to download Tax P&L from Kotak Stock Traders App

Step 1 : Login to your Kotak Stock Traders App

  • Open ‘Kotak Stock traders’ application from mobile (Android/iOS)
  • Enter your Login credentials and then provide your access code.

Step 2 : Navigate to ʻReports & Statementsʼ section

  • Click on ‘More’ from the dashboard page & scroll down
  • Go to “Tools & Resources” section and select “Reports & Statements”

Step 3 : Select Tax P&L Statement

  • Click on ‘Tax P&L’ and select the “Financial Year”
  • Click on ‘Generate’ to download the report in .xls format

Process to download Tax P&L from Kotak Neo - Web

Step 1 : Login to your Kotak NEO Account

Step 2 : Navigate to Reports section

  • Click on the “Profile” function which is placed on top right of the dashboard
  • Scroll down in the same section and under “Dashboards” section, click on “Reports”

Step 3 : Select Tax P&L Statement

  • After clicking “Statements”, you will get a pop-up with different types of From the list, click on Tax P&L.

Step 4 : Download the statement 

  • On Tax P&L report page, select the “financial year” and select “Detail” and click on “Go”.
  • Your Tax P&L data will be generated. Click on “Generate” to download the report.