What filter options are available in the Tax P&L Report?
The Tax P&L Report offers several filter options to help you customise the report according to your needs, including:
Segment-Wise Filters: To view specific segments such as equity, F&O, currency, or commodities.
Transaction Type Filters: To categorise by different types of transactions.
Date Range Filters: To specify particular time periods within the financial year.
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What is the Tax P&L Report?
The Tax Profit & Loss (P&L) Report is a comprehensive summary of the profits and losses you have incurred through various financial instruments such as stocks, Futures & Options (F&O), mutual funds, currency, and commodities over a financial year. ...
Is the expense summary available in the Tax P&L Report?
The expense summary is not available in the Tax P&L Report. However, if you want to access the expenses for a particular financial year, you can do so under the Turnover and Expenses section available under Reports in the My Account portal.
What types of profits and losses are detailed in the Tax P&L Report?
The Tax P&L Report details various types of profits and losses, including: Net Long-Term Capital Gains P&L Net Short-Term Capital Gains P&L Taxable Intraday P&L (Speculative) Taxable Futures P&L (Non-Speculative) Taxable Options P&L (Non-Speculative) ...
How can I access segment-wise reports in the Tax P&L?
To access segment-wise reports in the Tax P&L, follow these steps: Navigate to Tax P&L. Use the filter options to select the specific segment you are interested in, such as equity, F&O, currency, or commodities. Generate the report, which will ...
How does the Tax P&L Report help with income tax filing?
The Tax P&L Report assists with income tax filing by providing: Accurate Reporting: Detailed breakdown of profits and losses, ensuring all relevant information is included in your tax return. Compliance: Helps comply with tax regulations by ...