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

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Nireka Dalwadi

icici statement download
icici tax p&l download
icicidirect contract note
icicidirect login
Last updated on April 15th, 2021

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 .

This article will guide you through how to:

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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

ITR for Intraday and F&O Traders
CA Assisted Income Tax Return filing for Individuals and HUFs having income form Intraday Trading and F&O Trading.
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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:

icicidirect login
icicidirect login
Dashboard- ICICI Direct login
icicidirect dashboard
Statements Section- ICICI Direct login
icici direct statement section
Statement Type- ICICI Direct
icici direct statement type
Import Your Trades
File ITR Online

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File ITR Online

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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
icicidirect portfolio statement
icicidirect portfolio statement
icici bank profit and loss account statement

File Your Tax Return

On Time , Online on Quicko.com

Open Your Account Today

File Your Tax Return

On Time , Online on Quicko.com

Open Your Account Today

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
icicidirect refined result
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 @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:

  5. 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…

  6. Hey @Abdul_Kaleem_shah

    As per sec.194 of income tax act, TDS liability will arise when the amount of such dividend or the aggregate of the amounts of such dividend distributed or paid or likely to be distributed or paid during the financial year by the company to the shareholder, exceeds 5000 Rs.

    Here, the term company not includes aggregate companies and hence limit of 5000 Rs. should be applicable to each company.

    Here, you can read below article covering TDS on dividend income:

    Since, it is purely based on interpretation and ambiguous as opinion vary from experts.

  7. Hey @TeamQuicko

    I tried to file ITR-3 via Quicko’s integration with Zerodha. While filing the ITR, I got an option to switch to the New Tax regime to save additional taxes.
    Since I had some turnover from intraday and FnO (speculative/ business), am I eligible to switch to the new regime through Quicko while filing?
    How do I fill the Form 10-IE? If I haven’t filled the form, would the portal preent me from filing returns altogether?
    Also, once I get rebate (if opted for new regime) / pay dues (if opted for old regime), do I need to go through the hassles of replicating it on the new ITR portal (i.e manually answering the schedule sections)?

    Kind regards

  8. Hi @ChinmayB,

    Yes, you can opt for the new tax regime. However, keep in mind in case a taxpayer has business income and they opt for the new tax regime, they can switch to the old tax regime only once.

    If you opt for the new tax regime, you need to file Form 10-IE before filing the ITR

    Here’s how you can file the Form 10-IE

    When filing your ITR through Quicko, you do not need to enter details on the new ITR portal, since Quicko is a ERI (e-return intermediary) registered with the Income Tax Department.

    Note: ITR filing will be enabled on Quicko in the coming week. So stay tuned for more exciting features!

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