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  7. How to File ITR for Alice Blue? - Download the Alice Blue Capital Gains Statement

How to Download the Alice Blue Capital Gains Statement?

Updated on: 08 Aug, 2024 01:04 PM

Alice Blue was founded in December 2006 in Erode, Tamil Nadu, initially operating with just five employees and an MCX membership.

In 2007, Alice Blue started its operations as a discount broker based entirely in Chennai. By 2017, the company moved its headquarters to Bangalore.

Alice Blue is a member of several exchanges, including the MCX, NSE, NCDEX, MCX-SX, BSE, and CDSL.

As a discount brokerage firm, it specializes in facilitating online trading across Equity, Currency, and Commodity segments, as well as Initial Public Offerings (IPOs), F&O (Futures and Options), and Mutual Funds.

The primary goal of this platform is to provide investment opportunities for everyone. However, keeping track of each transaction can be challenging for customers. To assist with this, the platform offers customers a comprehensive capital gains statement, which records all transactions made within a financial year.

In this guide, we will explain what a capital gains statement is and provide instructions on how to download it from the Alice Blue portal.

Contents

What is Alice Blue Capital Gains Statement?

If you trade with Alice Blue, you must download a capital gains statement. This document provides a detailed record of your investments on the Alice Blue platform, showing your overall profit or loss for the year.

It comprehensively tracks your investments, capital gains, and returns over a specific period. Capital gains are the profits from selling assets and can be short-term or long-term, depending on how long you hold the assets. When investing with Alice Blue, you must submit your P&L statement when filing your income tax return (ITR).

In the section below, we provide a step-by-step guide to downloading the capital gains statement for Alice Blue.

How do you Download Alice Blue Capital Gains Statement?

Given below are the steps to download the capital gains statement through the Alice Blue website -

  • Step 1. Visit BOT, which is a Central dashboard for your Alice Blue account. On this BOT, click on log in with ANT. Now enter your login credentials to access the dashboard.
  • Step 2. Click on your User ID and navigate to the option ‘back office.’ Click on reports from the top menu to access the reports section.
  • Step 3. Select Global P&L and choose the desired segment.
  • Step 4. Reports can be downloaded in Excel format.

How to Upload Alice Blue P&L Statement on Tax2win?

After downloading the capital gains statement from the Alice Blue 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.
    capital gains
  • Step 3. Now, navigate to the ‘Capital Gains’ section. Click on ‘Alice Blue’.
    capital gains
  • Step 4. From the pop-up window, click on browse files and upload the P&L statement.
    click on browse files

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

  • Step 1. Click on the Tax2win Template.
    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.
    Download Tax2win Template

You can follow the above-mentioned easy steps to download the P&L statement through the Alice Blue portal and upload it on Tax2win. Remember, it is mandatory to furnish your Alice Blue capital gains statement while filing your ITR.

So, if you have not filed your ITR for this year yet and are planning to file it soon, make sure you have your Alice Blue capital gains statement handy.

Now that you have already downloaded the Alice Blue capital gains statement, you can go ahead and file your ITR. With Tax2win, ITR filing is as easy as a breeze and can be completed in less than 4 minutes. File ITR Now!

Frequently Asked Questions

Q- How to get capital gain statement from Alice Blue?

  • Step 1: Visit Alice Blue BOT.
  • Step 2: Click on your user ID and navigate to the Back Office.
  • Step 3: You will be redirected to the Back Office website. Click on “Reports” from the top menu. Step 4: Select “Global P&L” and choose the desired segment.

Q- How to show capital gains in ITR?

While filing your ITR, select 'Taxable income is more than the basic exemption limit' as the reason for ITR filing. Choose 'General' and click on 'Income Schedule'. Then, select 'Schedule Capital Gains' and specify the type of capital assets from the provided list. Enter the details of capital gains.

Q- How to download statement in Alice Blue?

Follow the below procedure:

  • Visit our website and click on the three horizontal lines.
  • Select Back Office from the login category.
  • You will be directed to the BOT Page.
  • Login to the ANT Web Platform.
  • Enter your USER ID and the OTP received on your registered email and mobile number.
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CA Abhishek Soni
CA Abhishek Soni

Abhishek Soni is a Chartered Accountant by profession & entrepreneur by passion. He is the co-founder & CEO of Tax2Win.in. Tax2win is amongst the top 25 emerging startups of Asia and authorized ERI by the Income Tax Department. In the past, he worked in EY and comes with wide industry experience from telecom, retail to manufacturing to entertainment where he has handled various national and international assignments.