How to Download the Dhan Capital Gains Statement?

What is Dhan Capital Gains Statement?

The Dhan Capital Gain Statement (P&L statement) is a report generated by your Dhan trading account that details your capital gains or losses incurred from selling investments through their platform. This statement is crucial for filing your taxes in India, specifically for capital gains income.

Here's what the Dhan Capital Gain Statement includes:

• Information about the investment sold (e.g., stock name, mutual fund scheme)
• Date of purchase and sale
• Purchase price and sale price
• Capital gain or loss amount (calculated by subtracting the purchase price from the sale price)
• Type of capital gain (short-term or long-term) - important for tax purposes

---

How to Download Dhan Capital Gain Statement?

Here is how you can download capital gain statement:

• Step 1. Log in to your Dhan account.
• Step 2. Click on your profile picture in the top right corner.
• Step 3. Select "Statements & Reports" from the menu.
• Step 4. Choose "Generate Statement for."
• Step 5. Pick "Profit & Loss Statement" from the options.
• Step 6. Set the desired date range for the report (customizable).
• Step 7. Click "Send email" to receive the statement via email.

---

How to Upload Dhan 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.
  
  

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

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

---