How to Download the Kotak Securities P&L statement?

How to Download Profit and Loss Statement in Kotak Securities?

If you're unsure about where to find your capital gain statement in Kotak Securities, follow these steps:

Step 1: Log in to the Kotak Securities trading portal by entering your user ID and password.

Step 2: Go to More section. Under tools and resources, click on reports and statement.

Step 3: Herein, you will be directed to capital gain report page.

Step 4: Choose the financial year for which you need the report and click on ‘Details’ and then on ‘Go’ to proceed.

If you are using Kotak Neo for trading, here are step to down capital gain statements from Kotak Neo:

• Step 1: Login to Neo
• Step 2: Go to Profile
• Step 3: Click on Reports
• Step 4: Go to Gain & Loss Statement
• Step 5: Click on download pdf/excel

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

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

Alternatively, you can also upload Kotak 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.
  
  

Downloaded Kotak Securities capital gain statement? Now, simply upload your Kotak SecuritiesP&L statement on Tax2win and breeze through your capital gain tax filing in just minutes. Get started now.

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Key Changes introduced in ITR forms for (AY) 2025–26

• Inclusion of Long-Term Capital Gains (LTCG) in ITR-1 and ITR-4
  Previously, taxpayers with any LTCG were required to file more complex forms like ITR-2 or ITR-3. Now, individuals with LTCG up to ₹1.25 lakh from listed equity shares or equity mutual funds under Section 112A can file using the simpler ITR-1 (Sahaj) or ITR-4 (Sugam) forms, provided there are no carried forward losses.
• Segregation of Capital Gains Based on Transaction Date
  The updated ITR forms now require taxpayers to report capital gains separately for transactions executed before and after July 23, 2024. This change aligns with the revised capital gains tax rules introduced in the Union Budget 2024, which, among other things, reduced the LTCG tax on real estate to 12.5% without indexation from the previous 20% with indexation.
• Reporting of Buyback Proceeds as Deemed Dividends
  From October 1, 2024, proceeds received from the buyback of shares by domestic listed companies are to be treated as deemed dividends. The updated ITR forms require these proceeds to be reported under 'Income from Other Sources.' Additionally, the capital gains schedule should reflect zero sale proceeds, allowing the cost of acquisition to be claimed as a capital loss, which can be carried forward for up to eight assessment years.
• Enhanced Capital Gains Reporting in ITR-7
  For trusts, NGOs, and other institutions filing ITR-7, there is now a requirement to disclose capital gains separately for transactions before and after July 23, 2024. This change ensures accurate tax calculations in light of the revised capital gains tax rules.
• Increased Threshold for Asset and Liability Reporting
  In the ITR-2 form, the threshold for mandatory reporting of assets and liabilities has been raised to ₹1 crore. This adjustment aims to reduce the compliance burden for taxpayers with assets below this threshold.

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