How to Download the Motilal Oswal Capital Gains Statement?

What is Motilal Oswal Capital Gains Statement?

If you are a Motilal Oswal trader, you need to download a capital gains statement for Motilal Oswal. It is a detailed record of your investments made with the Motilal Oswal platform and your overall profit or loss during the year.

It is a comprehensive report that keeps track of a person’s investments, capital gains and returns over a specific period. Capital gains refer to the profit you make on selling the assets held by you. These capital gains can be short-term or long-term in nature, depending on the period for which the assets are held.

If you are engaging in investing with Motilal Oswal, it is mandatory for you to furnish your P&L statement for filing your income tax return or ITR. Given below are some simple steps by which you can download the Motilal Oswal capital gains or P&L statement from Motilal Oswal’s portal.

How do you download the Motilal Oswal Capital Gains Statement?

Given below are the simple steps that you need to follow in order to download the capital gains profit and loss statement from the Motilal Oswal website -

Step 1: Visit the online investment portal of Motilal Oswal and sign in to your account by entering your login credentials like your user ID and password.

Step 2: On the homepage, from the top menu, select the ‘Reports’ tab, which is present on the right-hand side of the menu. Click on ‘ITR Reports’ under the ‘Operational Reports’ tab.

Step 3: After clicking ‘ITR report’, you will receive a prompt to confirm that your Tax P&L report for the current and previous financial years will be sent to you via your email. All you have to do is click on ‘OK’ to proceed.

Step 4: Shortly, you will receive an email from Motilal Oswal on your registered email ID. This email will consist of your tax P&L report in the form of an attachment. You can download this zip file to your computer.

Step 5: Once you have downloaded the zip file to your computer, unzip it. Inside, you will find a zip folder named ‘Capital Gain Loss Summary Report’. Extract this folder to view the capital gain report in an Excel file.

How to Upload Motilal Oswal P&L Statement on Tax2win?

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

Alternatively, you can also upload Motilal Oswal 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.
  
  

Follow these steps to download your Motilal Oswal P&L statement quickly. Ensure you have your capital gains statement ready for filing your Income Tax Return (ITR) for FY 23-24.

Filing your Income Tax Return with Tax2win is straightforward. Simply upload your Motilal Oswal Capital Gains statement to complete your ITR hassle-free in minutes. Start now!