ICICI Direct : Login, Download Holding Statement, Tax P&L Report and Contract Note.

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Nireka Dalwadi

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Last updated on February 9th, 2023

To understand your trading activity and for its income tax compliance, you need documents like Tax P&L, Contract Note, Ledger / Account Statement. Hence, before you get any of these documents you need to create your ICICIDirect Account and Login .

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How to Login to ICICI Direct?

You can open a trading account online on ICICI Direct by following these steps:

  1. Visit the ICICI Direct website.

    Navigate to the website. Fill your PAN, Date of Birth and Name and Click on ‘Next’.icici create demat account

  2. Enter your details.

    Fill mandatory details such as :
    -Email id
    -Mobile no.
    -Pincodeicici details

  3. OTP Verification.

    Enter OTP which is sent on your registered mobile number.

  4. Set a Password.

    Create a new login password.icicidirect set password

  5. Link your Bank Account.

    If you have an ICICI bank account then enter the account number. and Click on ‘Next’.icici link bank

  6. In case you don’t have an ICICI Bank account. Click on Continue.

    Provide ICICI Direct with access to DigiLocker by logging into your DigiLocker account.icici bank acc link

  7. Complete DigiLocker Identification.

    Finish the DigiLocker Identification and Click on ‘Continue’. icici digi locker

  8. Upload PAN and Photo.

    Fill in your personal and financial details.

  9. Complete an In-Person Verification (IPV) on webcam.

    E-sign using your Aadhar Number in order to complete registration.

  10. ICICI Direct Login.

    After 24 hours, you can navigate to their website and login to your account.icicidirect login

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How to download Holding Statement for ICICI traders?

ICICI Direct allows you to download your holding statement in order to understand your investment transactions. Therefore, you can download the statement using the following steps:

  1. Login to your ICICI Direct Account with your User ID and Password
  2. Visit the Customer Service Page.
  3. Click on ‘Transaction Statements’ link under “Statement”
  4. Select ‘Equity / Derivatives’ in the Drop Down.
  5. You will be able to view the transaction statements. You would also get Annual statement of the last Financial year
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How to download Tax Profit and Loss Report?

You can refer to these steps in order to download Tax P&L Report from ICICI Direct.

icicidirect login
icicidirect login
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icici bank profit and loss account statement

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How to download Contract Note for ICICI traders?

ICICI Direct sends a contract note for all transactions executed on the stock exchange. You can download it as follows:

icicidirect login
icicidirect login
Dashboard- ICICI Direct login
icici direct login dashboard
Digital Contract Notes- ICICI Direct
icicidirect contract note
Contract Notes- ICICI Direct
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List of Contract Notes- ICICI Direct
icicidirect contract note

Sample ICICI Direct CNC

Contract Note Image- ICICI Direct
sample cnc icicidirect
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FAQs

How does the Tax profit and Loss Statement help me?

This statement is used to calculate your Tax liability. Therefore, it is needed to file ITR 3.

Will I continue to receive physical contract notes?

ICICI Direct would send a consolidated physical statement for the transactions during the quarter. This statement will be designed in a user friendly manner and will be sent to you physically every quarter.

What is ICICI 3 in 1 account?

3 in 1 account at ICICI refers to as an Individual opening a Bank account, Demat account and Trading account simultaneously with the same bank.

Got Questions? Ask Away!

  1. Hey @TeamQuicko

    Thanks for the blog! Just one quick question - Why do we have to report a quarterly breakdown of Dividend Income under IFOS?

    Thank you!

  2. I had received dividend recently but I had noticed that TDS had been deducted. any idea as to why has it happened and is there a way I can claim this TDS?

  3. Hey @HarshitShah

    After the introduction of Budget 2020, dividend income is now taxable in the hands of the shareholder; and is also subject to TDS at 10% in excess of INR 5000 u/s 194 & 194K. Foreign Dividend is taxable at slab rates. TDS is not applicable to such dividends. The taxpayer should report such income under the head IFOS in the ITR filed on the Income Tax Website.

    Hope this helps!

  4. Hi @Maulik_Padh,

    You need to pay Income tax on the net taxable income, i.e. after subtracting deductions, expenses, etc.
    If the net taxable income is negative i.e. if there is loss, you can carry it forward when filing the ITR

    Here are some of the articles which might help

  5. Hi @ameyj

    The amount of TDS deducted shall reflect in your Form 26AS only and it will also reflect the name of the deductor.
    Using the name of the deductor you can find out on which share you have received the dividend and you can also cross-check the same in your bank statement.

    Yes, you are right, TDS is to be deducted when the dividend paid exceeds 5000 INR in a financial year. However, the 5,000 INR limit pertains to all the dividends an individual gets in a year, or the total dividend per shareholder that a company pays out in a year, is left to interpretation, and hence registrars and share transfer agents (RTA) are not taking any chances and are deducting TDS even on small amounts.

    Hope this helps :slightly_smiling_face:

  6. Hi @ameyj

    You can submit a grievance on Income Tax Portal mentioning the issue and also attach the 26AS.
    The other option is to leave it as it is and clarify it when the tax department sends the notice.

  7. Hi @TeamQuicko

    Consider that I have 10 shares each of 10 different Indian companies. Each of the 10 companies are declaring a dividend of INR 100 before the FY ends. Now I will be recieving 1000 as dividend from each company, thereby a total of 10,000.

    The 5,000 dividend limit, is it applicable to each company / total dividend recieved by me in a year. If it is applicable to each company, then I would not attract TDS of 10% for dividend.

    Also pl clarify, how would the company B know that I have got shares of Company A,C,D,E so on…

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