Guide to Download Capital Gain Statement from ZERODHA

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 P&L Report” that is a consolidation of your investment performance, capital gains and income on Zerodha for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the ZERODHA Console website.

Step 1 : Login to https://console.zerodha.com/dashboard

Step 2 : Navigate to the Reports sections on the top navigation bar

Step 3 : Select Tax P&L in the dropdown menu

Step 4 : Select the Current Assessment Year and From: Q1 To Q4

Step 5 : The tax p&l report would be like below