Download Tax Profit and Loss report from Zerodha

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Fatema Rasiwala

F&O Trading
Intraday
ITR-3
P&L Statement

Zerodha 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 Tax liability.

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Tax Compliance for Zerodha
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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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Tax Compliance for Zerodha 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]
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Steps to download Profit and Loss Report from Zerodha

  1. Visit Zerodha Console

    You can use this link

  2. Log in with your Kite credentials

    Enter your username and passwordZerodha console login

  3. Click on Reports > Tax P&L

    After logging into Zerodha ConsoleZerodha reports

  4. Select the specific Financial Year and quarter timeline

    (Q1-Q4) of the FY tax P&L statement, you wish to download.Zerodha reports detail

  5. Your reports Page will open up

    Next, click on the option “Download Tradewise Tax P&L for all segments” located at the bottom of the page.Download Tradewise Tax P&L Zerodha

  6. Lastly, click on “Download Tradewise Tax P&L for all segments

    An excel sheet will be downloaded into your systemZerodha excel sheet

  7. Now, you can view your downloaded Tradewise Tax P&L report from Zerodha account

    You can access this from downloads on your PC

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Read about income tax for Investors and Traders. Learn to about trading turnover, tax audit, tax rates, ITR Form, Due Date, set-off & carry forward loss, advance tax, etc
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Income Tax on Trading
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FAQs

Where can I download my P&L reports from Zerodha account?

You can log into your Zerodha console account. Click on “Reports” but now instead of clicking on “Tax P&L” simply click on “P&L”. Thereafter, when the P&L reports open you can download it.

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. 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 applicable for income tax purposes. Trading Turnover or Business Turnover is the absolute profit i.e. sum of positive and negative differences. This turnover is to determine the applicability of the tax audit and the applicable ITR form. Therefore, Trading Turnover is different from Contract Turnover.

  • Mallibabu Balla says:

    Transaction dates are not available in report

    • Maharshi Shah says:

      The tax P&L report of Zerodha provides scrip-wise data which means that the data for each scrip includes the aggregated data of all trades. If you want to view the trade-wise details, you can download the trade-wise tax P&L report and view the details under the TRADE WISE EXIT ENTRY tab.

  • Naresh Kumaraswamy says:

    My tax auditor is asking for a PDF statement to be uploaded whereas Zerodha is providing a MS Excel format file. A converter wouldn’t help as it may be perceived that I have tried to manipulated the data. Kindly help me in priority as I have very little time to submit the required documents to the Tax department.

    • Anushka Shah says:

      Hey Naresh,
      You can select the ‘Save as Pdf’ option on Zerodha in order to get the statement in a PDF format.

  • Mandar Kulkarni says:

    I downloaded trade-wise tax P&L report. But dates are not available even in that report.

    • Anushka Shah says:

      Hey Mandar,
      Once you download the trade wise Tax P&L Statement, you must navigate to Trade Wise Exit Entry Sheet in order to obtain the date wise transactions.

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