Upstox : Login, Reset Password, Download Tax P&L, Contract Note, Ledger

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Nireka Dalwadi

To understand your trading activity and for its income tax compliance, you need documents like Tax P&L, Contract Note, Ledger / Account Statement. Before you get any of these documents you need to login to your Upstox pro account. In case you forgot your Upstox login password you can reset it.

This article will guide you to:

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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 Upstox 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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How to Login to Upstox Pro Account?

Steps to login to your Upstox Pro trading account

  1. Visit Upstox Pro

    To login to your Upstox pro account, visit: https://pro.upstox.com upstox pro login page

  2. Enter User ID and Password

    Your 6-digit Upstox User ID will be emailed to you when you open your Upstox trading account. Your password will be sent to you separately in the following email.

  3. Enter your Date of Birth

    Once you successfully enter your User ID and password, you will be asked to enter your Date of Birth as part of the two-step authentication.

  4. Successful Login to Upstox pro account

    After you have successfully completed the above steps, you will be logged into your upstox pro account.

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 Reset Upstox Pro using Forgot Password?

If you forgot your 6 – 12 character Upstox pro password, you have an option to login to reset the password. After 3 consecutive failed attempts to login to your Upstox account, your account will be blocked. In order to unblock your account, you can log in reset your password using the forgot password link.
To Reset your Upstox pro password you will need:

Enter your PAN, UCC ID and email in the forgot password window, your new Upstox Pro password will be emailed to you.

Reset Password using Upstox Forgot password
How to open a trading account on Upstox?
Step-by-step process to open an account on upstox.
Read More
How to open a trading account on Upstox?
Step-by-step process to open an account on upstox.
Read More

How to Download Tax Profit and Loss from Upstox Backoffice?

Upstox 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.

Follow this step-by-step process to download Tax Profit and Loss statement from Upstox backoffice.

  • Step 1: Visit Upstox Back office portal from bo.upstox
Upstox Backoffice login
Upstox Backoffice login
  • Step 2: Log in with your user id and your password (Your password will be your PAN in caps lock if you are logging in for the first time.)
  • Step 3: After logging into the Dashboard, go to bill > Profit/Loss
Bill upstox
Upstox Dashboard
  • Step 4: Set the relevant filters for year and segments. Click on GO > Then click on Export to Excel.
Profit and loss statement upstox
Upstox Dashboard download Tax PnL
  • Step 5: Your P&L statement will be downloaded to your PC

Sample Upstox Tax Profit and Loss

Sample Tax Profit and Loss - Upstox
Sample Tax P&L Upstox
How to File ITR for Upstox?
Learn about turnover calculation, tax P&L statement, tax audit applicability, etc. that are needed to File ITR for Upstox traders.
Read More
How to File ITR for Upstox?
Learn about turnover calculation, tax P&L statement, tax audit applicability, etc. that are needed to File ITR for Upstox traders.
Read More

How to Download Account Statement / Ledger from Upstox Backoffice?

Upstox allows you to download your Tradebook/Ledger from their trading portal. A Ledger/Tradebook contains all the transactions made in the stock market from a trading account.

Follow this step-by-step process to download your Upstox Ledger or Account statement.

  • Step 1: Visit Upstox Back office portal from bo.upstox
Upstox-Bo-login
Upstox Backoffice Login
upstox account ledger
Upstox Account > Ledger
upstox ledger

Invested in Intraday?
Need to file your ITR? Let us help you out!
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How to Download Contract Note from Upstox Backoffice?

Upstox sends its traders a contract note for all transactions executed on the stock exchange. You can now download Contract Note for Upstox Traders. Contract Note is a legal obligation of every stockbroker

Follow this step-by-step process to download the contract note from upstox backoffice.

Upstox-Bo-login
Upstox Backoffice Login
Upstox Backoffice - Dashboard download contract note
Upstox download Contract note

Sample Upstox Contract Note

contract note of upstox
Sample Upstox Contract Note
Import Your Trades
File ITR Online

India’s fastest growing Tax Filing Platform

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Import Your Trades

File ITR Online

India’s fastest growing Tax Filing Platform

[Rated 4.8 stars by customers like you]

FAQs

What are the documents required from my Upstox account to file Income Tax Return?

To file your ITR with the trading activity you need to provide Profit and Loss statement and Account Statement in your Upstox account.

Which document will have my Upstox Trading Turnover?

Trading Turnover will be used to determine your income tax audit applicability. You can find your Trading Turnover under the Tax Profit and Loss statement.

What is the duration I need to select to download documents from Upstox for ITR filing?

You will need the statements for the financial year in which you do the trading. The financial year begins on 1st April and ends on 31st March. It is the year in which you earn the income / undertake the financial activity like trading. For eg: if you are filing the ITR for FY 2019-20, you need statements from 1st April 2019 to 31st March 2020.

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.

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