Guide to Download Capital Gain Statement from UPSTOX

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 “Tax Report” that is a consolidation of your investment performance, capital gains and income on Upstox for the current and last financial years.

  • This guide covers the step by step procedure to fetch this gain statement from the Upstox Keystone website.

Process for Upstox Tax Report

Step 1 : Go To https://keystone.upstox.com and Sign in to your Account

Step 2 : Click on “Reports”

Step 3 : Click on “Profit & Loss”

Step 4 : Click on the “Tax” tab

Step 5 : From the Financial Year dropdown, select the Financial year you want to file your ITR for

Step 6 : After selecting the FY, click on the “Download Report” button. The Tax Report will be downloaded.