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 understand your overall trading performance for a financial year and is commonly used for income tax filing and compliance purposes.
Scope: The Tax P&L Report provides a consolidated view of realised profits and losses for the selected financial year. It is intended for reporting and tax reference purposes.
What the Tax P&L Report includes
- Segment-wise break-up of profits and losses (Equity, F&O, Currency, Commodities, etc.).
- Realised gains and losses for the selected financial year.
- Classification that can assist in determining short-term / long-term capital gains where applicable.
- A consolidated view to support tax computation and filing.
Why this report is important
- Helps in accurate income tax filing.
- Provides a clear view of your financial performance for the year.
- Assists in reconciling trading income with other financial records.
Tips & warnings
- Ensure you select the correct financial year before downloading the report.
- Only realised trades are considered in most tax computations; open positions are not treated as realised gains.
- Always consult a qualified tax advisor for final tax treatment and filing guidance.
What If...
| Scenario | Solution |
|---|
| I need this report for income tax filing | Download the Tax P&L Report for the relevant financial year and share it with your tax advisor for accurate filing. |
| I traded in multiple segments | The report consolidates profits and losses across segments. Review the segment-wise breakdown for detailed analysis. |
| I only want to check my overall yearly profit or loss | Refer to the consolidated summary section in the Tax P&L Report for the selected financial year. |
Last updated: 26 Feb 2026
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