How to Download Fyers P& L Statement?

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.
  
  
• 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."
  
  
• 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.
  
  
• 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 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.