How to Download the 5Paisa Capital Gains Statement?

What is 5Paisa Capital Gains P&L Statement?

A capital gains P&L statement is a financial document that provides a comprehensive record of an individual's or a company's total revenue, costs, and expenses over a specific period of time.

Capital gains refer to the profits earned from selling assets held by an individual. These gains can be short-term or long-term depending on the duration for which the assets were held.

If you are a trader or investor with 5Paisa, you need to download the capital gains P&L statement. It offers a detailed record of your investments made through the 5Paisa platform and your overall profit and loss during the year.

When engaging in investing with 5Paisa, it is mandatory to furnish your P&L statement when filing your income tax return (ITR).

How to Download 5Paisa Capital Gains P&L Statement?

Given below are the steps that you need to follow to download the capital gains P&L statement for 5Paisa -

Step 1. Visit 5Paisa Portal.

Step 2. Enter your login credentials and log in to your 5Paisa account.

Step 3. On the left hand side of the screen, in the side bar, select ‘My reports’.

Step 4. After clicking on my reports, select ‘Tax report.’ After this, select the equity segment, list of transactions, and financial year, and click on the Excel button. Now, change the FY to 23-24 or the relevant financial year for which you want to download the report.

How to Upload 5Paisa P&L Statement on Tax2win?

After downloading the capital gains statement from the Fisdom website, follow these steps to upload it on the Tax2win’s website.

• Step 1. Visit the Tax2win page, and select File your return.
• Step 2. Now select ‘capital gains’ as your source of income and click on continue.
  
  
• Step 3. Now, navigate to the ‘Capital Gains’ section. Click on ‘Fisdom’.
  
  
• Step 4. From the pop-up window, click on browse files and upload the P&L statement.
  
  

Alternatively, you can also upload Fisdom P&L using the Tax2win template.

• Step 1. Click on the Tax2win Template.
  
  
• Step 2.
  Click the 'Download Tax2win Template' button in the first step to download the template. Fill in your capital gain investment details as instructed in the template. Then, upload the completed template by clicking the 'Browse Files' button. Tax2win will read your transactions and calculate your capital gains details within minutes.
  
  

Follow these simple steps to download your 5Paisa P&L statement quickly. If you're preparing to file your Income Tax Return (ITR) for FY 23-24, ensure you have your capital gains P&L statement ready.

Filing your Income Tax Return with Tax2win is incredibly easy! Simply upload your 5Paisa P&L statement and finish filing your ITR in less than 4 minutes. Get started now.