How to download the tax P&L or capital gains statement at Zerodha?

You can download the tax P&L report by following these steps:

On Kite app

1. Tap on User ID.
2. Tap on Tax P&L.
3. Select the Financial year.
4. Select the quarter range and click on the arrow button.
5. Tap on Download.
   

On Kite web

1. Log in to Console.
2. Click on Reports.
3. Click on Tax P&L.
4. Select the Financial year.
5. Select the quarter range and click on the arrow button.
6. Segment wise capital gains report will be displayed.
7. Click on Download.

You can also calculate advance tax during the year and generate reports based on advance tax quarters, instead of waiting until the financial year ends.

You can calculate your advance tax by following these steps:

On Kite app

1. Tap on User ID.
2. Tap on Tax P&L.
3. Select the Financial year.
4. Tap on Advance Tax checkbox.
5. Select the quarter range and click on the arrow button.
6. Tap on Download.

On Kite web

1. Log in to Console.
2. Click on Reports.
3. Click on Tax P&L.
4. Select the Financial year.
5. Click on Advance Tax checkbox.
6. Select the quarter range and click on the arrow button.
7. Segment wise capital gains report will be displayed.
8. Click on Download.

The Tax P&L report includes tradewise charges. The sum of tradewise charges for a segment may not always match the charges shown in the summary. This happens when a trade is entered in the current financial year but not exited within the same year. To learn more, see What should you consider when filing taxes using Zerodha's tax reports?