Under the Tax P&L Tab, the user can download their Tax P&L report from their respective broker.
The report can either be downloaded or shared via email.
The user can enter their email address below to receive their report via email.
The Tax P&L report consists of three sections: Summary, Glossary and a Broker sheet.
This section summarizes the personal details, total profit and loss, capital gains and business income: turnover and p&l.
This section consists of a summary of all charges and their terminologies for a better understanding.
It also consists of section wise breakdown of tax treatment, taxability, deductions and treatment of loss for Intraday Trading, Short Term Trades, Long Term Trades, Mutual Funds: Equity and Debt, Futures & Options and Equity Dividends.
C. "Broker Sheet"
This section is a summary of all the transactions. It has the user client ID, total p&l and a summary of capital gains and business income.
Then the sections elaborates upon the separate transactions under Equity Intraday, Mutual Funds, Futures, Options, etc.
Note: Due the large size of the file, the report may take a few minutes to download. Hang on tight!
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