How to Download IIFL Securities P& L Statement?

What is IIFL Securities P&L Statement?

The IIFL Securities P&L statement you can access pertains specifically to your investment activity with them. It details all your buying and selling transactions, including the price you paid for securities and the price you sold them at. This allows you to see if you've realized any profits (by selling a security for more than you bought it) or incurred losses (selling for less than the purchase price). The statement will categorize these gains and losses based on the type of investment (equity, mutual funds, etc.) and may also differentiate between short-term and long-term capital gains depending on how long you hold the stock. This P&L information is crucial for tax purposes, as you'll need to report these realized capital gains or losses when filing your income tax return.

How to Download IIFL Securities P&L Statement?

Once you're logged in to your IIFL Securities online platform, it's easy to view and download your P&L statement. Here's how you can view and download the IIFL capital gain statement (P&L Statement):

• Step 1. Log in to ttweb.indiainfoline.com using your credentials.
  
  
• Step 2. Click 'My Account' for a detailed overview of your account.
  
  
• Step 3. Select 'Portfolio' to view your investment portfolio.
• Step 4. Click on 'P/L Summary Realized' to see a summary of your realized profits and losses.
  
  

How to Upload IIFL Securities P&L Statement on Tax2win?

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

Alternatively, you can also upload IIFL Securities 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 IIFL Securities and uploaded it on Tax2win’s website, you can go ahead and file your ITR. Remember, it is mandatory to furnish your IIFL Securities 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 IIFL Securities P&L statement and breeze through your capital gain tax filing in just minutes. Get started now.