Filter Options in the FYERS Tax P&L Report

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

  1. Segment-wise filter: Allows you to view P&L details for a specific segment such as Equity, F&O, Currency, or Commodities.
  2. Transaction-type filter: Enables classification of trades based on categories such as capital gains, speculative income, or non-speculative income.
  3. 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...

ScenarioSolution
I applied a segment filter but see no dataEnsure 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 expectedVerify 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 viewReapply 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 segmentsClear any applied segment filters and generate the report to view the consolidated financial-year summary.

Last updated: 26 Feb 2026