Angel Broking: Download Holding Statement for Traders

author portrait

Maharshi Shah

Angel Broking
Holding Statement
Last updated on February 9th, 2023

Angel Broking allows you to download your holding statement in order to understand your investment transactions. Holding Statements include the contents of an investment portfolio held by an individual or entity. Therefore, these statements include information about Mutual Fund or a Pension Fund. Portfolio holdings also include investment products like stocks, bonds and mutual funds, F&O, exchange-traded funds (ETFs), etc.

Additionally, you can download these statements from the brokerage platform. Similar to when you download Contract Notes and Tax P&L Statements from Angel Broking. These documents are used to calculate Income Tax on Trading activity

Promo Code
ANGEL
Tax Compliance for Angel
Trader
Are you an Equity, Intraday, F&O or Commodities Trader? Upload your Tax P&L and file Tax Return online
[Rated 4.8 stars by customers like you]
Tax Compliance for Angel Trader
Are you an Equity, Intraday, F&O or Commodities Trader? Upload your Tax P&L and file Tax Return online.
[Rated 4.8 stars by customers like you]
Promo Code
ANGEL
Explore Now

Steps to Download Holding Statement for Angel Broking Traders

  1. Visit the Angel Broking website and

    Firstly, visit the angel broking website and log in by entering the user ID and passwordAngel Broking Login Page

  2. Click on the “Reports” option

    From the dashboard.Angel Broking Homepage Post-Login

  3. Click on the “Security Holdings” option

    From under the dashboard.Security Holdings Angel Broking

Once you download your statement from here, you can use it view a comprehensive list of your holdings. The statement downloads as XML/PDF for the date range of your choice.

Find the best plan
Find the best plan
GET EXPERT HELP
Find the best plan
Find the best plan

FAQs

Is tax audit compulsory for F&O loss?

Tax Audit is required when the turnover of a taxpayer exceeds Rs. 1 cr in a particular FY. Otherwise, if the net profit from such transactions is less than 6% / 8% of the turnover. Therefore, filing a Tax Audit report is compulsory in order to file ITR. The tax Audit report can only be filed by a CA.

Is Trading Turnover the same as Contract Turnover?

No. Trading Turnover is different than Contract Turnover.
Contract Turnover is the sum of the purchase value and sales value. It is not considered for income tax purposes. Hence, Trading Turnover or Business Turnover is the absolute profit i.e. sum of positive and negative differences. This turnover is considered to determine the applicability of the tax audit and the applicable ITR form.

What is the difference between the order book and trade book?

When an order is placed in the stock market, the details of the order, quantity of the order, price of the order and its unique order number are recorded in the order book. While when an order is executed in the stock market, its execution status and trade number get recorded in the trade book.
Most of the time, orders get executed immediately, therefore, order book and trade book reflects the same.

Got Questions? Ask Away!

  1. Hey @TeamQuicko

    Thanks for the blog! Just one quick question - Why do we have to report a quarterly breakdown of Dividend Income under IFOS?

    Thank you!

  2. I had received dividend recently but I had noticed that TDS had been deducted. any idea as to why has it happened and is there a way I can claim this TDS?

  3. Hey @HarshitShah

    After the introduction of Budget 2020, dividend income is now taxable in the hands of the shareholder; and is also subject to TDS at 10% in excess of INR 5000 u/s 194 & 194K. Foreign Dividend is taxable at slab rates. TDS is not applicable to such dividends. The taxpayer should report such income under the head IFOS in the ITR filed on the Income Tax Website.

    Hope this helps!

  4. Hi @Maulik_Padh,

    You need to pay Income tax on the net taxable income, i.e. after subtracting deductions, expenses, etc.
    If the net taxable income is negative i.e. if there is loss, you can carry it forward when filing the ITR

    Here are some of the articles which might help

  5. Hi @ameyj

    The amount of TDS deducted shall reflect in your Form 26AS only and it will also reflect the name of the deductor.
    Using the name of the deductor you can find out on which share you have received the dividend and you can also cross-check the same in your bank statement.

    Yes, you are right, TDS is to be deducted when the dividend paid exceeds 5000 INR in a financial year. However, the 5,000 INR limit pertains to all the dividends an individual gets in a year, or the total dividend per shareholder that a company pays out in a year, is left to interpretation, and hence registrars and share transfer agents (RTA) are not taking any chances and are deducting TDS even on small amounts.

    Hope this helps :slightly_smiling_face:

  6. Hi @ameyj

    You can submit a grievance on Income Tax Portal mentioning the issue and also attach the 26AS.
    The other option is to leave it as it is and clarify it when the tax department sends the notice.

  7. Hi @TeamQuicko

    Consider that I have 10 shares each of 10 different Indian companies. Each of the 10 companies are declaring a dividend of INR 100 before the FY ends. Now I will be recieving 1000 as dividend from each company, thereby a total of 10,000.

    The 5,000 dividend limit, is it applicable to each company / total dividend recieved by me in a year. If it is applicable to each company, then I would not attract TDS of 10% for dividend.

    Also pl clarify, how would the company B know that I have got shares of Company A,C,D,E so on…

Continue the conversation on TaxQ&A

18 more replies

Participants

Avatar for TeamQuicko Avatar for Nireka Avatar for Yesha Avatar for TanyaChopra Avatar for Sakshi_Shah1 Avatar for HarshitShah Avatar for Divya_Singhvi Avatar for HarishMehta Avatar for Robin_Dhankhar Avatar for Kaushal_Soni Avatar for Maulik_Padh Avatar for ameyj Avatar for Abdul_Kaleem_shah Avatar for ChinmayB Avatar for Yash_Kaviya Avatar for PALLAV_MITTAL Avatar for Amulya_Garg Avatar for HIREiN