TAX P&L

How do I access the Capital Gain Computation Statement ?

The tax statement includes details of transactions made over financial years. When the tax statement for a financial year is generated, sale transactions during that year are matched with corresponding purchases (across financial years), and profits and/or losses are calculated based on the FIFO principle. For example, you sell shares (that were purchased in FY 2010-11) in FY 2021-22. Based on the FIFO principle, taxes for FY 2021-22 are calculated based on your purchase cost in FY 2010-11.

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• How do I get my equity Tax P&L statement ?

• How do I get my Mutual fund Tax P&L statement ?

How do I get my equity Tax P&L statement ?

• In the 'Reports' page, find 'Tax P&L.'

• You will land on the 'Equity' section of the Tax P&L page by default.

• Now, set the financial year and format, accept the terms and conditions, and click on submit request.

• Your request for the Capital Gain Computation Statement will be processed soon, and the statement will be received in your registered email ID. You will also be provided with a reference ID.

How do I get my Mutual fund Tax P&L statement ?

• In the 'Reports' page, find 'Tax P&L.'

• You will land on the 'Equity' section of the Tax P&L page by default. Right next to it, find the 'Mutual fund' tab and click on it.

• Now, enter the client ID, financial year, and file format, and download the report.

• Your report will be saved on your device. Your PAN in upper case will be the password to open this statement.