Guide to Download Capital Gain Statement from Geojit

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.

• 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.

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

Process for Geojit Capital Gain Statement

Step 1 : Login to your Geojit Demat Account

• Click on the following link https://my.geojit.com/#/sign-in

• Enter the Login Credentials.

Step 2 : Navigating to the Capital Gain report section

• Click on the triple bar icon present on the top left corner

• Then click on Statements and navigate to Capital Gains statement section

Step 3 : Download the Capital Gains Report

• Go to “Tax-Based Vas” present under Capital Gains Statements.

• Enter the relevant details, select the fiscal year and click on Submit.

• The report will be shared to the registered email id as a ZIP format.

• Download the ZIP file and extract the Profit & Loss Statement.

Guide to Download US Stocks P&L Report from Groww

Introduction

• Capital gains are profits one earns from the sale of assets such as stocks, ETFs, etc. 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 US Stocks investment performance, capital gains and income on Groww. Additionally, a few more reports are required as well for saving taxes and seamless ITR filing.

• This guide covers the step by step procedure to fetch US Stocks Capital gain statement from the Groww website.

Process for Groww (US Stocks) report

Step 1 : Go to Groww Reports page

• Clickon https://groww.in/user/profile/report and click on Login button from top right.

• Log-in with your Groww credentials.

Step 2 : Scroll down to US Stocks section

• Click on US Stocks P&L Report

Step 3 : Choose Year and Click on Send Email

Guide to Download Capital Gain Statement from Groww

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 Groww for the current and last financial years.

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

Process for Groww Capital Gain Statement

Step 1 : Go to https://groww.in/user/profile/report and Sign in to your Account if prompted.

Step 2 : Click on “Reports”, and look for dropdowns “Capital Gains - Mutual Funds” and “Capital Gains - Stocks”

Step 3: To download your capital gains report for your mutual fund investments in Groww, click on the drop down next to “Capital Gains - Mutual Funds”

and select the financial year. Click on Download to download the report.

Guide to Download Capital Gain Statement from HDFC 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 HDFC Securities for the current and last financial years.

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

Process for HDFC Securities Capital Gain Statement

Step 1 : Login to your HDFC securities Demat Account

• Click on the following link https://www.hdfcsec.com/

• Clickon the Login button to be redirected to the Login page shared in the screenshot.

• Enter the Login Credentials.

Step 2 : Select Statement for Equity

• Click on Portfolio on the top and then Click on Capital Gains under “Statements” as shown in the screenshot.

Step 3 : Choose the following Options to opt for the required statement

• Financial Year - Current filing year

• Period - This should be set as Annual for yearly ITR filing

• AssetType - to be set as Equity

• Select the option “Detail” as this will provide a trade-wise breakup of the transaction which is more preferred while preparing the Income Tax return. Do not select Summary option.

Step 4 : Export / Download Statement

• Clickon Submit button.

• Choose Export Excel format to download the file

• With this report, you will get to know the transaction details like Speculative Gains (Intra day), Short Term Gains and Lond Term Gains.

Guide to Download Capital Gain Statement from ICICI Direct

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 ICICI Direct for the current and last financial years.

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

Process for ICICI Direct Capital Gain Statement

Step 1 : Login to your ICICI Direct Demat Account

• Click on the following link https://secure.icicidirect.com/customer/login

• Enterthe Login Credentials and click on Login

Step 2 : Navigate to the Portfolio section

• Now under “Capital Gains”, select the asset for which you want to download the report.

• Currently we support “Equity” and “Mutual Funds” reports. You need to download both the reports separately if you have invested in both the assets.

Step 3 : If you select “Equity” mentioned in the previous page, then you will be taken to this page where you need to click on “View Capital Gains - Tradewise”

Step 4 : Choose the period and click on “View Details”

 Step 5: Now you will get the chance to download either in .xls or .csv format. We recomended to you to download the .csv format.

Step 6 : If you want to download the mutual funds statement, kindly click on “Mutual Funds” in the page shown in Step-2; post which you will be redirected to the page shown below.

• Now Select the time period and Type as “Scheme Wise”.

• Then Download CSV Report.

Guide to Download IND Money Mutual Funds Taxation Report

Introduction

• Capital 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 Taxation Report” that is a consolidation of your Mutual Funds capital gains on IND Money.

• This guide covers the step by step procedure to fetch Capital gain the IND Money mobile App.

Procedure for IND Money Mobile App

Step 1 : Login to your IND Money Mobile App

• Open your IND Money mobile app and login with your credentials.

Step 2 : On the Home page, tap the “More” button on the bottom right

• The following screen will open

• Scroll down to see “Taxation & Report” section. Tap on the “Mutual Fund”

Step 3 : Downloading the ITR related Reports

• Choose the FY and click Download

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Guide to Download Capital Gain Statement from IIFL 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 IIFL Securities for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the IIFL Securities 

Step 1: Login to your IIFL Securities Demat Account

• Click on the following link https://ttweb.indiainfoline.com/Trade/Login.aspx
• Enter the Login Credentials.

Step 2: Navigate to the P/L Summary Section

• Click on My Account followed by Portfolio
• Then click on P/L Summary/Realized

Step 3: Download the Profit and Loss Report

• Choose the Product as “Cash”.
  • Note: You should download report for each asset type If you have invested in “Future and Options” & “Equity”, you should first download the report for one asset and then repeat the same process for other asset.
• Select Year Range and then click on “Show”
• Then click on Excel icon to download the report

Guide to Download US Stocks Capital Gain Statements from IND Money

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 US Stocks investment performance, capital gains and income on IND Money. Additionally, a few more reports are required as well for saving taxes and seamless ITR filing.

• This guide covers the step by step procedure to fetch Capital gain, FA Schedule and FSI Schedule statements from the IND Money website / app.

Process for IND Money (US Stocks) statements

Step 1 : Login to your IND Money Mobile App

• Openyour IND Money mobile app and login with your credentials.

Step 2 : On the Home page, tap the “More” button on the bottom right

• The following screen will open

• Scroll down to see “Taxation & Report” section. Tap on the “US Stocks”.

Step 3 : Downloading the ITR related Reports

• Choose the required FY Capital Gains Statement and download the file in excel format.

• Also, choose Jan - Dec FA Schedule Statement and download the file.

Guide to Download Capital Gain Statement from KFintech

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

This guide covers the step by step procedure to fetch this gain statement.

Step 1: Go to https://mfs.kfintech.com/investor/General/CapitalGainsLossAccountStatement

Step 2: In Period, select the Financial Year (FY) as “Previous FY”.

Step 3: Enter your personal Email address and PAN. The report will be sent to this email address.

Step 4: Under the Mutual Fund section select All Funds

Step 5: Under the Statement Format section, select the format for downloading the report

Step 6: Enter a desired password in Password and Confirm Password fields. The capital gains will be password protected with the password you enter here.

Step 7: Click on Submit. You will receive your capital gain report on your personal email. Download the report.

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

• Click on the following link https://www.kotaksecurities.com/trade/login
• Enter your Login credentials and then click on proceed.

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

• Click on the following link https://neo.kotaksecurities.com/login
• Enter your Login credentials and then click on Proceed

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.

Guide to Download Capital Gain Statement from Sharekhan

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 Sharekhan for the current and last financial years.

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

Process for Sharekhan Capital Gains Statement

Step 1 : Login to your Sharekhan Demat Account

• Click on the following link https://www.sharekhan.com/
• Click on the Login button to be redirected to the Login page shared in the screenshot
• Enter the Login Credentials.

Step 2 : Navigating to the Capital Gain report section

• Click on Portfolio on the top and then Click on Detailed view
• Then Click on More Reports and then select Capital Gain from the list

Step 3 : Download the Capital Gains Report

• Click on Capital Gain on the top and then choose the Year

• Now Click on the excel icon under download reports.

• The report will be downloaded in .xls format. Kindly convert the report to .xlsx format (do not rename the report).

Guide to Download Capital Gain Statement from Motilal Oswal

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 Motilal Oswal for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the Motilal Oswal website.

Step 1 : Login to your Motilal Oswal Demat Account

• Click on the following link https://www.motilaloswal.com/
• Click on the “Login To Trade” button to be redirected to the Login page shared in the
• Enter the Login

Step 2 : Select Statement for Equity

• Click on “Reports” present at the top
• Then Click on “ITR Reports” under “Operational Reports” as shown in the screenshot.

Step 3 : Downloading the ITR Reports

• Once you click on “ITR Reports” a confirmation Pop up will be shown to you (refer to below SS).
• The ITR report will be sent to your registered email as a .zip file attachment.

Step 4 : Export / Download Statement

 Once you have downloaded the Zip file, you need to then Extract the “CapitalGainLossSummary” report

Guide to Download Capital Gain Statement from PaytmMoney

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 using Paytm Money for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement.

Step 1 : Login into your PaytmMoney account.

Step 2 : Click on Stocks & ETFs

Step 3 : Click on your profile icon

Step 4 : Click on Statements

Step 5 : From the Statement Type dropdown, select Tax P&L

Step 6 : From the Select Financial year dropdown, select the FY you want to file for

Step 7 : Click on Download

Guide to Download Capital Gain Statement from SMC Global

Inroduction

• 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 Religare Broking for the current and last financial years.

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

Process for SMC Global Capital Gains Statement

Step 1 : Login to your SMC Global Demat Account

• Clickon the following link https://trade.smcindiaonline.com/SMCACEWeb/login
• Enter the Login Credentials with 2FA password

Step 2 : Navigate to the My Account Section

• Click on ‘My Account’ from the dashboard page
• Then click on ‘P&L - ’ from the Back office section

Step 3 : Download the Profit and Loss Report

• Select the “Starting Date’ and ‘Ending Date’ from the dashboard.
• Select ‘Details’ from the ‘Type of Report’ section on the same page.
• Then click on Excel icon to download the report.

Guide to Download Capital Gain Statement from Religare Broking

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 Religare Broking for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the Religare Broking website.

Step 1 : Login to your Religare Broking Demat Account

• Click on the following link https://www.religareonline.com/onlinetrading/login
• Enter the Login Credentials.

Step 2 : Navigate to the Portfolio Section

• Click on ‘Switch to older version of Portfolio reports’
• Then click on Reports and select ‘Profit and Loss Summary’

Step 3 : Download the Profit and Loss Report 

• Select Financial Year Range and then click on “Show”
• Then click on Excel icon to download the report

Guide to Download Capital Gain Statement from SBI 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 SBI Securities for the current and last financial years.

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

Step 1 :  Login to your SBI Securities Demat Account

               ● Click on the following link https://trade.sbisecurities.in/

               ● Enter the Login Credentials.

Step 2 : Navigate to the Profit and Loss Report Section

•  Click on Historical report
• Then click on Profit & Loss option

Step 3 : Download the Profit and Loss Report

• Select the relevant financial year
• Choose the asset type as “Equity”.
  • Note: You should download report for each asset type If you have invested in “Future and Options” & “Equity”, you should first download the report for one asset and then repeat the same process for other asset.
• Choose “With Charges” and select the Product type as “All” and opt for a detailed report
• Once the report is generated, click on the excel icon to download the report in excel format.

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.

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

Guide to Download Capital Gain Statement from Yes 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 Yes Securities for the current and last financial years.

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

Process to download Yes Secutities Capital Gains Statement

Step 1 : Login to your Yes Securities Demat Account

• Click on the following link Yes Securities (yesinvest.in)
• Enter the Login Credentials

Step 2 : Navigate to the Reports Section

• Click on ‘Reports’ from the menu bar
• Then click on ‘My Yes Invest’ from the drop down options

Step 3 : Go to the Key Reports section

• Click on ‘Reports’ followed by “Key Reports”
• Then select ‘PnL statement/Capital Gains’ from the drop down menu

Step 4 : Download the Capital Gains Statement

• Select the “FY/QTR”
• Choose the asset type: “Cash Equity”, “F&O Report”, “Commodity Report”, “Currency Report”
• Then click on Excel icon to download the report for each asset type.