1. How to Download Tax P&L Statement?
Login to https://kite.zerodha.com/ with the login credentials > Once Dashboard Screen Go to top-right side menu Click Console > On the Console Welcome Screen Go to Reports Menu (top-right) Click on Tax P&L Select FY {{fy}}, from Q1 to Q4 Click on "Download Tax P&L report for all segments" link to download the excel report.
Login to https://www.sharekhan.com/ using credentials Select fifth (5th) tab "Reports" Click on "FNO transaction" link under "Transaction Report" Section Click on "TAX P&L" link in the 2nd level menu (last one) Now click on "TAX P&L DETAIL" Select "FNO" for Segment dropdown FY {{fy}} & Click "SHOW" Now Click on excel icon (2nd small icon) to download the tax P&L report in excel form.
Login to https://login.upstox.com/ with the login credentials (using registered mobile number & OTP On the Welcome Screen Select Reports Click on Profit & Loss option Click on Tax tab (3rd tab) Select FY {{fy}} Download Report in Excel.
Login to https://www.paytmmoney.com/ using Credentials Click on "Stocks" menu Enter passcode Go to Top-Right User menu or your photo Select "Statements" on the left side Select "Tax P&L" under "Statement Type" dropdown Select FY {{fy}} Click on Download button to download the Equity data in excel form.
Login to groww.in Click on "You" option on the top-right corner Choose SIP & Reports Click on "Capital Gain" Select FY {{fy}} Click on "Download" to download the Capital Gains Statement with Equity, MFs, Intraday data.
Login to https://secure.icicidirect.com/customer/login Click on " Portfolio " tab after Login Click on " P&L Statement " under Statements & Reports Select {{((brokerName=='ic')? '"Equity"' : '"Mutual Funds"')}} Select Period FY {{fy}} Click on View Download " Excel " (right hand side)
Login to https://trade.angelbroking.com/ using the credentials Click Reports in Welcome Screen Select Type of Report "P & L Summary" > Select "All" Select FY {{fy}} Click "Go" Click on Excel icon (green) at To-Left side of the screen > Use the Excel for upload and to populate trade data.
Login to https://www.reliancesmartmoney.com/ using the credentials On the Welcome Screen Go to top right corner and click on the user menu Click on Reports > On the left side menu Click on Historical Reports to expand Click on Profit & Loss Report at the end Select FY {{fy}} Select "Tax Profit & Loss at the right-side dropdown Click View Click on excel symbol on the right-side to download the excel report.
Goto https://bot.aliceblueonline.com/ Login with Credentials After Login Go to top-right user menu Click Back Office option Click on "Click here to Login" (blue button) Select the FY {{fy}} and click on Reports Click on "Global P&L Report" Here in the Global P&L Statement Section, click "View" Click on Excel at the left-middle of the screen to download the excel and use.
Login to https://login.5paisa.com/ using credentials on the left side panel menu, click on "My Reports" Click on Tax report under Portfolio Reports (left menu) Select Segment "Equity" / "Derivatives", Select "ALL" for List of traded instruments drop-down, Select FY {{fy}} Click on Green color Excel icon to download the report in Excel form.
Login to {{brokerName}} portal Go to Reports Menu Click on tax P&L Statement option Select for FY {{fy}} period Select futures, options, commodity, currency Download the report in Excel form.
2. How to Calculate Total Turnover?
After downloading the Tax P&L Statement in Excel .. go to F&Os, Currency, Commodity tabs in excel, add all of the 'Options turnover' and 'Futures turnover' amounts to arrive at the total turnover to determine the tax audit applicability.
Kindly go to F&O, Currency and Commodity Sheet and take the turnover as per Column U
a. Download ICICI Options and Option Plus Tradebook for F&O, Commodities and Currency and filter the Sell Transactions. Sum the Sell value and enter the amount in Sell Value of Options
b. Download the Profit and Loss report and take the absolute sum of Gains and losses and enter the amount
After downloading the {{brokerName}} portal's tax P&L statement in excel > Go to futures, options, commodity*, currency* tabs & add all the turnover and enter the amount below.