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:
- Date
- Time
- Script Name
- Purchase price
- Sale price
- Segment
- Quantity, etc.
These details then help determine the Income Tax on Trading.










Steps to download Profit and Loss Report from HDFC Securities
- Log in to your HDFC Securities platform
You can do it from here
- Click on Portfolio
Next, choose Profit and Loss statement
- Select the Financial year, asset type and other necessary filters
Click on Submit
- Click on the PDF button on the top right
Now, your statement downloads
- The PDF will be downloaded on your PC
Finally, this is what it will look like:
FAQs
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.
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.
To download Ledger from HDFC Securities, Go to My reports > Ledger. You can view and download your ledger from there.
My pdf is password protected
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.
OK THANK YOU
Hi,
Can you please share whats the password for this document? I tried PAN and DoB, it doesn’t seem to work.
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.
Hi Team, how can I speak with someone regarding my tax filling?
Hello Vikkas, you can send us a mail at help@quicko.com with your contact details and someone from our team will get in touch with you. 🙂
how could we get this in excel format
Hey Yogesh, unfortunately, by default the format that you download the P&L sheet from the website is not in the excel format.