How to Download the Angel One Capital Gains Statement?

What is Angel One Capital Gains P&L Statement?

A capital gains P&L statement is a financial document which provides a complete 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 profit you make on selling the assets held by you. These capital gains can be short-term or long-term in nature, depending on the period for which the assets are held.

If you are an Angel One trader or investor, you need to download the capital gains P&L statement for Angel One. It provides a detailed record of your investments made with the Angel One platform and your overall profit and loss during the year.

If you are engaging in investing with Angel One, it is mandatory for you to furnish your P&L statement to file your income tax return or ITR. Given below are some simple steps by which you can download the Angel One capital gains P&L statement from Angel One’s portal.

How do you Download Angel One Capital Gains P&L Statement?

Given below are the steps that you need to follow to download the P&L statement from Angel One’s platform -

Step 1: Visit the Angel One website.

Step 2: Enter your login credentials and PIN number to log in to your Angel One account.

Step 3: A new window will open called ‘My account’. On the dashboard, click on Tax P&L under the profit and loss section.

Step 4: Choose financial year for which you are filing the returns.

Step 5: Click on ‘download’. Now save your Angel One capital gains statement on your device. Your Tax P&L statement will be downloaded in Excel format.

How to Upload Angel One P&L Statement on Tax2win?

After downloading the capital gains statement from the Angel One 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 ‘Angel One’.
  
  
• Step 4. From the pop-up window, click on browse files and upload the P&L statement.
  
  

Alternatively, you can also upload Angel One 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.
  
  

Once you have downloaded the capital gains statement for Angel One, you can go ahead and file your ITR. Remember, it is mandatory to furnish your Angel One P&L statement while filing your ITR to ensure accurate information about your trading and investments during the relevant financial year.

The above mentioned are the simple steps you need to follow to download and upload the capital gains statement. If you are planning to file your ITR for FY 23-24, make sure you have your Angel One capital gains statement handy.

Filing your Income Tax Return with Tax2win is incredibly easy! Simply upload your Angel OneP&L statement and breeze through your capital gain tax filing in just minutes. Get started now.