Download Tax Profit and Loss report from Fyers

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Shrutika Shah

Fyers 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 income tax 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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Steps to download Profit and Loss Report from Fyers

Follow these steps to download your Fyers Tax P&L

  1. Visit Fyers

  2. Login with your Fyers credentials

  3. Navigate to My Accounts from the header

  4. Enter your Login Credentials

  5. Click on Tax PNL

  6. Select the year 20YY from the header

    Select Segment as ALL and click on submit

  7. Click on CSV/PDF button to download the report

Is tax audit compulsory for F&O loss?

A tax Audit is compulsory when the turnover exceeds INR 1 crore in a financial year. Tax is also applicable when the turnover exceeds 1 crore and the net profit from FnO trading is less than 6%/8% of the turnover or there is a loss. A tax Audit report can only be filed by a CA. be filed by a CA.

Is Trading Turnover the 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. the sum of positive and negative differences. This turnover determines the applicability of the tax audit and the applicable ITR form. Therefore, Trading Turnover is different from Contract Turnover.

How does the Tax Profit and Loss Statement help me?

This statement is used to calculate your tax liability. Therefore, it is necessary to file ITR 2 or ITR 3.

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