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:

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. To download the report, scroll down and click on Download Tax P&L report for all segment.

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?