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How to File ITR for Sharekhan? - Download the Sharekhan Capital Gains Statement

How to Download the Sharekhan P&L statement?

Updated on: 07 Aug, 2024 12:22 PM

As more people delve into investments like Stocks, Mutual Funds, and Futures & Options (F&O), the need for accurate tax P&L statements when filing income tax returns becomes crucial.

In any financial year, traders or investors engage in transactions that can lead to capital gains or losses. Capital gains refer to profits or losses incurred from the sale or transfer of capital assets. Similar to other forms of income, these gains are taxable in India under the Income Tax Act, 1961.

Sharekhan stands out as one of India’s pioneering brokerage platforms, founded in 2000 and now a subsidiary of BNP Paribas, with over 130 branches across 670 locations in India. Offering a wide range of investment and savings solutions, Sharekhan caters to both individual investors and businesses alike.

Downloading Sharekhan's capital gain statement, though essential, can sometimes feel daunting and complex. This article provides a detailed guide on how to download the profit and loss statement via Sharekhan.

Sharekhan Profit and Loss (P&L) Statement

The Sharekhan P&L statement, also known as the capital gains statement, offers a comprehensive summary of all stock market transactions, including shares, bonds, mutual fund units, and profits earned, including dividends paid, over a specified period. This statement is crucial for stakeholders to assess Sharekhan's financial performance and is essential for calculating capital gains tax under the Income Tax Act. It also allows individuals to track their total earnings or losses throughout the fiscal year effectively.

How to Download Profit and Loss Statement in Sharekhan?
How to Upload Sharekhan P&L Statement on Tax2win?

How to Download Profit and Loss Statement in Sharekhan?

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

Step 1: Login: Visit Sharekhan's website and log in using your credentials.

Step 2: Navigate to Portfolio: Select the 'Portfolio' option from the fifth tab and choose 'Detailed View'. Click on 'Reports'.

Step 3: Access Capital Gain Report: Under the 'Portfolio Report' section, click on the 'Capital Gain' link.

Step 4: Select Financial Year: On the 'Capital Gain Report' page, select the relevant financial year (e.g., FY 2023-24).

Step 5: Download Statement: Click on the green Excel icon under the 'Download Reports' heading to download your profit and loss statement.

How to Upload Sharekhan P&L Statement on Tax2win?

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

Alternatively, you can also upload Sharekhan 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 Sharekhan capital gain statement? Now, simply upload your Sharekhan P&L statement on Tax2win and breeze through your capital gain tax filing in just minutes. Get started now.

Frequently Asked Questions

Q- How often can I download my Capital Gains statement from Sharekhan?

You can typically download your Capital Gains statement from Sharekhan as often as needed. It's recommended to download it at the end of each financial year for tax purposes.

Q- Is there a fee for downloading the Capital Gains statement from Sharekhan?

No, downloading your Capital Gains statement from Sharekhan is usually free of charge for account holders.

Q- Can I download Capital Gains statements for previous financial years?

Yes, you can download Capital Gains statements for previous financial years from Sharekhan. There should be an option to select the relevant financial year when generating the statement.

Q- What format is the Capital Gains statement available in?

The Capital Gains statement is typically available for download in PDF/ Excel format, which is convenient for viewing and printing.

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