What filter options are available in the Tax P&L Report?
The Tax P&L Report provides multiple filter options that allow you to customise the report based on your specific analysis or tax-reporting requirements. These filters help you refine the data by segment, transaction type, or time period within the selected financial year.
Scope: Filters apply to the selected financial year in the Tax P&L section. You can adjust filters before generating or downloading the report.
Available filters in the Tax P&L Report
- Segment-wise filter: Allows you to view P&L details for a specific segment such as Equity, F&O, Currency, or Commodities.
- Transaction-type filter: Enables classification of trades based on categories such as capital gains, speculative income, or non-speculative income.
- Date-range filter: Lets you narrow down results to a specific period within the selected financial year for more detailed analysis.
Tips & warnings
- Always select the correct financial year before applying filters.
- After changing filters, click Generate Report again to refresh the results.
- The downloaded file reflects the filters applied at the time of generation.
What If...
| Scenario | Solution |
|---|
| I applied a segment filter but see no data | Ensure you traded in that segment during the selected financial year. Also confirm the correct financial year is selected before generating the report. |
| The date-range filter shows fewer trades than expected | Verify that the chosen date range falls within the selected financial year and includes the relevant trade dates. |
| The downloaded report does not match my filtered view | Reapply the required filters and click Generate Report again before downloading to ensure the file reflects the updated view. |
| I want a consolidated report across all segments | Clear any applied segment filters and generate the report to view the consolidated financial-year summary. |
Last updated: 26 Feb 2026
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