Download Tax Profit and Loss report from HDFC Securities

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Fatema Rasiwala

F&O Trading
P&L Statement
Speculative Income
Trading Income

HDFC Securities allows you to download your Profit and Loss Report online. It is the same as a Tax P&L report, and it is an essential document to calculate taxes on trading income. Traders have a “Trading Statement” that consists of a list of transactions undertaken by the person in various segments during a specific period. It consists of details such as:

  1. Date
  2. Time
  3. Script Name
  4. Purchase price
  5. Sale price
  6. Segment
  7. Quantity, etc.

These details then help determine the Income Tax on Trading.

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Are you an Equity, Intraday, F&O or Commodities Trader? Upload your Tax P&L and file Tax Return online.
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Steps to download Profit and Loss Report from HDFC Securities

  1. Log in to your HDFC Securities platform

    You can do it from here

  2. Click on Portfolio

    Next, choose Profit and Loss statementHDFC p&l statement step 2

  3. Select the Financial year, asset type and other necessary filters

    Click on SubmitHDFC step 3 tax p&L

  4. Click on the PDF button on the top right

    Now, your statement downloadsHDFC step 4 tax p&L

  5. The PDF will be downloaded on your PC

    Finally, this is what it will look like:HDFC TAX PROFIT AND LOSS

Invested in Intraday?
Need to file your ITR? Let us help you out!
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Invested in Intraday?
Need to file your ITR? Let us help you out!
[Rated 4.8 stars by customers like you]

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 Financial year. Additionally, it is also applicable if the net profit from such transactions is less than 6% / 8% of the turnover. Additionally, a tax Audit report can only be filed by a CA.

Is Trading Turnover same as Contract Turnover?

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

How to download Ledger from HDFC Securities?

To download Ledger from HDFC Securities, Go to My reports > Ledger. You can view and download your ledger from there.

  • sd says:

    My pdf is password protected

    • Maharshi Shah says:

      You can try and use the customer ID to open the document, if that does not work, you can contact their support team for further assistance.

  • ISHWARYA says:

    OK THANK YOU

  • Saumitra says:

    Hi,

    Can you please share whats the password for this document? I tried PAN and DoB, it doesn’t seem to work.

    • Maharshi Shah says:

      Please try and open the document using your customer ID. If that doesn’t work, you will have to contact the HDFC securities support staff for further assistance.

  • Vikkas Malhotra says:

    Hi Team, how can I speak with someone regarding my tax filling?

  • Yogesh Vinod Joshi says:

    how could we get this in excel format

    • Maharshi - Quicko Customer Success Representative says:

      Hey Yogesh, unfortunately, by default the format that you download the P&L sheet from the website is not in the excel format.

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