How can I access segment-wise reports in the Tax P&L?
You can view and download segment-wise details within the Tax P&L Report to analyse profits and losses separately for Equity, F&O, Currency, or Commodities.
Scope: Segment-wise filtering is available within the Tax P&L section and allows you to generate reports for a specific trading segment for the selected financial year.
Steps to access segment-wise Tax P&L
- Navigate to Tax P&L.
- Select the required Financial Year.
- Use the Segment filter to choose the specific segment (Equity, F&O, Currency, or Commodities).
- Click Generate Report to view the detailed P&L for the selected segment.
- To save the report, click the Download option.
Tips & warnings
- Ensure you select the correct financial year before applying the segment filter.
- The report reflects realised trades for the selected segment and financial year.
- If you traded in multiple segments, generate separate reports for each to compare performance.
Troubleshooting
- I don’t see data after applying a segment filter.
Ensure you traded in that segment during the selected financial year. Also verify that the correct year is selected. - The Generate Report option is not responding.
Refresh the page and try again. If the issue persists, log out and log back in. - The downloaded report does not match what is displayed.
Regenerate the report after confirming the correct financial year and segment filter.
What If...
| Scenario | Solution |
|---|
| I traded only in F&O but see no equity data | Apply the F&O segment filter before generating the report. |
| I want a consolidated report across all segments | Do not apply a segment filter. Generate the report to view the combined summary. |
| The segment-wise report is blank | Confirm that trades were executed in that segment during the selected financial year. If the issue persists, contact support. |
Last updated: 26 Feb 2026
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