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How to Download Fyers P& L Statement?

Updated on: 08 Aug, 2024 01:14 PM

Fyers is an online discount stockbroker for investors and traders. They focus on providing a low-cost entry point to the stock market with commission-free equity delivery and direct mutual fund trade. For other trading activities, Fyers have a fleet free of 20 rupees per trade. Fyers differentiates itself through its user friendly trading platform. It offers mobile app, web platforms, and even a downloadable desktop terminal, all known for being advanced and feature-rich.

What is Fyers P&L Statement?

A Fyers P&L statement, also known as a Profit and Loss statement, is a document provided by Fyers to help you understand the performance of your investment and trading activities within your Fyers account. It essentially summarizes your financial gains and losses over a specific period.

This statement is particularly helpful when it comes to tax filing. It details information such as:

  • Total investment amount
  • Realized gains or losses (profits or deficits from buying and selling securities)
  • Dividends received (income from companies you've invested in)
  • Brokerage fees and other charges

How to download Fyers Capital Gains P&L Statement?

To view and download your Fyers P&L statement, follow these simple steps:

  • Step 1. Log in to your Fyers account on its website. You'll need your Client ID, PIN, and any one-time password (OTP) sent for verification.
    Fyers account
  • Step 2. Once logged in, go to the section for reports or account statements.
  • Step 3. On left side, select, "Tax P&L." You'll likely be able to select the financial year you're interested in and click "Submit."
    Tax PNL
  • Step 4. Finally, look for a download option, often an icon resembling an Excel spreadsheet. Clicking this will download your PNL statement for the selected year.

How to Upload Fisdom 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 Fyers and uploaded it on Tax2win, you can go ahead and file your ITR. Remember, it is mandatory to furnish your Fyers 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 Fyers 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 Fyers?

Capital gains in Fyers refer to profits you earn by selling investments like stocks or mutual funds at a higher price than you purchased them. Fyers provides a P&L statement to help you track these gains and losses for tax purposes.


Q- How to download the holding statement from Fyers?

Fyers doesn't offer downloadable holding statements directly. However, you can view your holdings within your account and potentially export the data through the platform's report options. Explore the "portfolio" or "holdings" section of your account for this information.


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

Log in to your Fyers account and navigate to the "Tax PNL" section. Select the tax year and download the report (usually in Excel format). This will provide details relevant for filing your taxes.


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.