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

How to Download the Dhan Capital Gains Statement?

Updated on: 08 Aug, 2024 01:16 PM

Dhan is a mobile trading portal designed for Indian users to buy and sell stocks, commodities, mutual funds, and more. It caters to both beginners and experienced traders with a user-friendly interface and advanced features like technical chart analysis and option chain tools. They even offer margin trading and various order types for flexible trade execution. Keep in mind that Dhan charges fees for trading, so be sure to understand their pricing structure. Also, while they provide educational resources, it's crucial to do your own research before investing and understand the inherent risks involved in futures and options trading.

Contents

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.
    capital gains
  • Step 3. Now, navigate to the ‘Capital Gains’ section. Click on ‘Fisdom’.
    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 Fisdom 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

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.

Frequently Asked Questions

Q- What is capital gain in Dhan?

A Dhan Capital Gain is the profit you make by selling an investment like a stock or mutual fund through the Dhan portal. It's calculated by subtracting the purchase price from the sale price. You'll receive a Dhan Capital Gain Statement summarizing these gains (and losses) for tax filing.

Q- How to download the holding statement from Dhan?

You can’t download holding statement direct from Dhan you can view the statement in the dhan portal.

Here's how to check your holdings on Dhan:

  • Login to your Dhan mobile app or web platform.
  • Navigate to the "Profile" section (might differ slightly depending on version).
  • Look for a section titled "Holdings" or "Portfolio." This should display your current holdings with details like quantity, average price, and total value.

Q- How do I get my tax report from Dhan?

Here's how to download your tax report from the Dhan app:

  • Log in to your Dhan account.
  • Navigate to "My Profile" section.
  • Click on "Manage Account."
  • Look for "Statements & Reports" or "Tax Reports."
  • Click on "Email Tax Report" to receive the report via email.
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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.