Download Ledger from Upstox

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Fatema Rasiwala

F&O Trading
P&L Statement
Trading Income

Upstox allows you to download your Tradebook/Ledger from their trading portal. A Ledger/Tradebook contains all the transactions made in the stock market from a trading account. Therefore, this applies to all the segments i.e Equity, Futures, Options, etc. Trading ledger is the same as a Tradebook. One also uses Ledgers to prepare a Profit & Loss statement for Income Tax on trading of a particular Financial Year.

Invested in Intraday?
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Invested in Intraday?
Need to file your ITR? Let us help you out!
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Steps to download the Ledger from Upstox

  1. Visit Upstox platform

    Use this link to loginLogin to upstoxs

  2. Log in with your user id and your password

    Your password will be your PAN in caps lock if you are logging in for the first time.

  3. Go to Account

    Select Ledgerupstoxs account ledger

  4. Select the necessary filters

    Click on Go

  5. Result will appear

    Click on Export in Excel sheetupstoxs ledger

Import Your Trades
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Import Your Trades

File ITR Online

India’s fastest growing Tax Filing Platform

[Rated 4.8 stars by customers like you]

FAQs

Is tax audit compulsory for F&O loss?

Tax Audit is applicable if the turnover of a taxpayer exceeds Rs. 1 cr in a particular Financial year. It is also applicable if the net profit is less than 6%/8% of the turnover. Filing Tax Audit report is compulsory in order to file ITR. The tax Audit report can only be filed by a CA.

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 is 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.

How to download Tax P&L from Upstox?

In order to download Tax P&L from Upstox, Log in to the portal. Go to Bill > Profit & Loss. Click on go and then download it.

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