How to download reports to file your taxes?

It’s important to file your taxes regardless of whether you make a profit or loss. Many traders don’t file their taxes because they think collecting all the details of their trading activity is hard. At Zerodha, we have all the tax-ready reports and statements you need to file your taxes for your trading and investing activities easily. In this video, we give you a quick overview of all these reports and how to download them

1. The holdings reports show all the securities held in a portfolio as of a specific date.
2. Contract notes include all the trades executed on a particular day. They contain a breakdown of all the charges incurred for the transactions.
3. The tradebook contains all the trades executed in a particular segment for a particular period.
4. You can see the statement of all your transactions along with your billing details with Zerodha in the Funds Statement available on Console.

[vinashkari]

Hello Nithin Kamath ji,

Normally, employer provides form 16 to their staff at the end of FY. That pdf with digital signature is a proof, annual source of income for an employee.

similarly, Zerodha provides PnL xls with no digital signature option . how do we justify that to immigration officer for investor immigration?

if zerodha provides certificated pnl summary statement with digital signature on it, zerodha would be first stock broker in India and rest all may follow.

please do think once on it . thanks

[biswanathdutta]

I think you need to work on the format of tax p&l statements. ITR requires break up of accrued capital gains against different date ranges. CAMs already provides in that format. It'd help if you started providing in that format as well

[rameshd]

Please implement dates selection option in addition to quarterly for tax pnl downlod.

[Satya-NV]

Please explain one sample of Tax P&L statement. In each of the sheet, there are summary details. Which summary to be declared for filing income taxes under short term / Long term gains. Are thee expenses like "Other charges" can be excluded from the gains made. Appreciate an illustration after consulting suitable CAs.

[adnandasiya]

Only P&l statement enough for tax filling or need other statement like annual globle statement need for tax filling?

[alexstanley]

Isn't only Tax P&L enough for filling taxes for stocks sold in a financial year which were bought using CNC option ?

[TusharMankad]

How is the retention statement and retention account statement different from all the types of statements covered in this video.
The accounts people ask for retention statements.

[sagarjavia]

What’s the difference between P&L and TAX P&L??if one does only f&o which one he should consider??

[saurabhchug]

Hello Sir jii, I hope aap ache hongay, maine 1st - Oct-2023 se direct options trading start kari thi 15k se and iss saal july tak I lost all the money, lekin mera total loss -17k dikha raha hai and abhi ek mahine phele maine 20k funds add kiye hai and ab mai equity mei shift ho gaya hu, sir ji please mere ko yeh clear kar digiye ki mere ko irt fill karna padhega kya, aur kya mere mei income tax ka bhi kuch masla hoga kya, koi sahi guidance nhi mil raha hai joh mujhko ache se samjha sake 🥺, Please clear this query Sir jii 🙏🥺

[ipadgamingmaniac]

1:- In options, add the feature to update Stoploss & Take profit on the chart only
By dragging the either sl or tp on chart, & get updated in the app too

2:- Add the feature to default auto save the changes done in the stock chart rather then saving it manually everytime

[walkietalkie]

The acquisition cost of all my IPO allotted shares sold in FY 2023-24 is shown as "0" In the AIS.
I tried to submit a feedback as ' Information Not Fully Correct' and was presented with the columns to fill in the information. I filled in the acquisition cost but there were other columns ie:- 'Unit FMV' and 'FMV' These fields too had "0" values. Zerodha Tax PnL shows FMV for all my shares as "0"
I obviously didn't buy these shares before January 31 2018 (No fair market value grandfathering warranted) as they were recent allotments. So the question is should I leave those two columns (Unit FMV and FMV) as it is = "0"? Ow would it lead to the IT department calculating the STCG assuming the entire sales proceeds as profits?

[chaitanyadoshi]

I'm student and I have Zerodha account in which I trade, Sir after how profit amount or capital amount it is necessary to file ITR

[mdrafi-rhsf]

How to previous year short term and long term capital tax filling sir

[asinha]

WILL THEIR BE ANY OTHER OTHER CHARGES IF MY GAIN IS 12CR OR HIGH...PLS PLS ANSWER THIS

[dude]

again reuesting you through this medium for past 1 yr please provide least sq moving average

[MaheshKumar-ggbh]

How to distinguish stcg from downloaded p&l statement for all segments

[rahulnaskar]

Do I need to itr file if my profit is less than 2 lakh rupees in equity and option trading in a year??

[praveenaa]

The divident column is not filled in my tax p&l of console.
How can i get my divident list for TFR.

[vinothvino]

Zerodha profit just 4300rs itr file or not

[Apna_Kitchen_]

How to download tax report of my zerodha which I deleted in frustration