What are the main components of the Tax P&L Report?
The Tax P&L Report provides a structured and segment-wise summary of your realised trading activity for the selected financial year. It breaks down profits, losses, expenses, and turnover to help you review performance and support tax reporting.
Main components of the Tax P&L Report
Realised P&L: Includes a detailed breakdown of:
- Net Short-Term and Long-Term Capital Gains (where applicable)
- Speculative and Non-speculative profit & loss
- Turnover for Equity and F&O segments
- Total realised trading P&L for the selected financial year
Expense Summary: Provides a consolidated view of trading-related charges, which may include:
- Brokerage
- STT (Securities Transaction Tax)
- Exchange turnover charges
- CMC charges (if applicable)
- GST
- SEBI charges
- Stamp duty
- Trade-wise P&L: A detailed, transaction-level report showing profit or loss for each individual trade across segments.
Note: The Tax P&L Report reflects realised trades for the selected financial year. Open positions are not treated as realised profits or losses until closed.
Last updated: 26 Feb 2026
Related Articles
What is the Tax P&L Report?
The Tax Profit & Loss (P&L) Report is a financial-year summary of the profits and losses generated from your trades across segments such as Equity, Futures & Options (F&O), Currency, Commodities, and other supported instruments. This report helps you ...
How does the Tax P&L Report help with income tax filing?
The Tax P&L Report simplifies your income tax filing by providing a structured summary of your trading activity for the selected financial year. It consolidates profits, losses, and applicable charges in one place to support accurate and organised ...
What types of profits and losses are detailed in the Tax P&L Report?
The Tax P&L Report provides a structured classification of your realised profits, losses, and turnover for the selected financial year. It organises trading results by tax treatment and segment type to help you review performance and support accurate ...
How can I download my Tax P&L Report from the FYERS portal?
You can download your Tax P&L Report directly from the FYERS My Account portal. The report is generated for a selected financial year and can be downloaded once processed. Scope: The Tax P&L Report is available through the FYERS My Account portal and ...
Is the expense summary available in the Tax P&L Report?
The Expense Summary is not included in the Tax P&L Report. If you need a detailed breakdown of expenses for a specific financial year, you can access it separately under the Turnover & Expenses section in the My Account portal. How to access Turnover ...