Reports
Contract note
Profit and Loss (P&L)
- How to view or download the profit and loss report?
- What does the profit and loss heat-map on Console represent?
- What do "Other credits & debits" in the Console P&L report mean?
- How to get trade and P&L reports for periods before FY 2017-18?
- Why does Kite P&L not match with credit/debit on Console?
- What could be the reason for a profit and loss report to appear incorrect?
- How to change the date format of Console reports?
Tax
- What is tax loss harvesting?
- How to view the long-term and short-term holdings separately?
- What is an Annual Information Statement (AIS)?
- How to download the tax P&L or capital gains statement at Zerodha?
- What should you consider when filing taxes using Zerodha's tax reports?
- How to check capital gains applicability on the current holdings?
- Can I claim input tax credit on the GST paid for Zerodha's service?
- Where can the holding period of investments and the tax liability based on the grandfather clause of LTCG be found?
- What does the Trade book heat map on Console represent?
- How are the dividends on Liquid ETFs and Liquid BeES taxed?
- What are Long-Term Capital Gains (LTCG) and Short-Term Capital gains (STCG), and how are they calculated?
- How is turnover calculated in Tax P&L and how to determine audit requirements?
- Who is liable to pay taxes on the P&L in a joint demat account?
- Why are liquid ETF returns lower than what their websites show?
- What should I do when I receive an income tax notice?
Others
- What is Verified P&L and how to use it?
- How to download the interest statement?
- Does Zerodha send physical documents via mail or courier?
- Where can the trades that are taken for a particular period be seen?
- Can Zerodha provide reports or statements in either softcopy or hardcopy format with a seal and signature?
- How to convert Console reports to PDFs?
- How to download the GST invoice for the charges posted on the funds statement?
- Why did CDSL or NSDL deposit money to my bank account?
- What is the online DIS marker in the trade book on Console?
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