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Capital Gain Tax Filing

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How to Download Capital Gain Statement from ICICI Direct?

Updated on: 18 Jun, 2025 12:11 PM

ICICI Direct operates as a retail trading and investment platform in India, providing online services for individuals. Through ICICI Direct, investors have access to a range of options including mutual funds, stocks, ETFs, currencies, IPOs, futures, and options, among others.

ICICI Direct also simplifies the investment journey, making it easier to navigate the market. However, it's crucial to monitor investments closely to meet financial objectives and fulfill tax obligations. Essential information regarding investments made through ICICI Direct, including profit and loss statements, can be accessed on its website. This article sheds light on how to download capital gains statement from ICICI direct website.

Income Tax Return filing for FY 2024-25 has begun! File your ITR on time with expert help – Accurate, timely, and refund-ready! File Today

What is the Meaning of Long-term and Short-term Capital Gain?

Capital gains refer to any gains arising on the sale of capital assets like equity, equity-oriented products, and real estate. Investment in equity shares can be made on both short-term and long-term basis.

  • Long-term Capital Gains - Profits arising on the sale of a capital asset that has been held for more than 36 months are known as long-term capital gains.
  • Short-term Capital Gains - Profits arising on the sale of capital assets that have been held for less than 36 months are known as short-term capital gains.

What is the ICICI Direct Profit and Loss Statement?

Capital gains occur when individuals sell capital assets such as mutual funds, real estate, or stocks, earning profits from the transactions. These gains depend on the difference between the selling price and the purchase price of the asset, and the duration for which the assets are held determines whether they are categorized as long-term or short-term gains.

A statement of profit and loss or capital gain and loss summarizes the performance of investments in such assets and their corresponding income. This statement records transactions related to investments over a specific period, aiding in effective financial planning. It's beneficial to retain these statements over time and analyze them to enhance investment strategies. To manage investments with ICICI Direct and accurately file income tax returns (ITR), individuals need to maintain such details.


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.

How to Download the Capital Gain Statement in ICICI Direct?

To check and download your profit and loss statement from ICICI Direct, follow these simple steps:

  • Step 1: Log in to the ICICI Direct online portal using your credentials.
    ICICI Direct
  • Step 2: Click on ‘Portfolio’ from the top menu bar, then choose either ‘Equity’ or ‘Mutual Fund’ under the ‘Capital Gains’ section. Remember to download reports separately for Equity and Mutual Fund investments, if applicable.
    Portfolio
  • Step 3: If you've chosen ‘Equity’, click on ‘View Capital Gains - Tradewise’ on the following page.
    View Capital Gains
  • Step 4: Set the period as 2023-2024 and click on the ‘View Details’ button.
    View Details
  • Step 5: Download the statement in ‘CSV’ format.
    CSV format
  • Step 6: If you've opted for ‘Mutual Funds’, select the time period as ‘2023-2024’, choose ‘Scheme Wise’ as the type, and download the CSV Report.
    Mutual Funds

How to Upload ICICI Direct P&L Statement on Tax2win?

After downloading the capital gains statement from the ICICI Direct website, follow these steps to upload it on the Tax2win’s website.

  • Step 1. Visit the Tax2win page, login/signup to the account and click on File ITR Now
    capital gains
  • Step 2. Now select ‘capital gains’ as your source of income and click on continue.
    capital gains
  • Step 3. Now, scroll to the ‘Capital Gains Income ’tab. Enter your capital gains/losses details by adding via tab “ Equity, Mutual Funds, Intraday, F&O and More”.
    capital gains
  • Step 4. Upload your capital gain report by selecting, “ICICI Direct”.
    click on browse files
  • Step 5. From the pop-up window, click on browse files and upload the P&L statement.
    click on browse files

Alternatively, you can also upload ICICI Direct P&L using the Tax2win template.

  • Step 1. Click on the Tax2win Template.
    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.
    Download Tax2win Template
  • Or, you can “Add Data Manually” for the cases where, Tax P&L report not available, broker isn’t listed or not supported.
    Download Tax2win Template

How to Login to ICICI Direct?

  • Fill in your PAN, Date of Birth, and Name, then click on ‘Next’.
  • Enter your email address, mobile number, and pin code.
  • Verify your identity by entering the OTP sent to your registered mobile number.
  • Set a new login password.
  • Link your ICICI Bank account by providing your account number and clicking on ‘Next’.
  • If you don’t have an ICICI Bank account, click on Continue and grant access to DigiLocker by logging into your DigiLocker account.
  • Complete the DigiLocker Identification process and click on ‘Continue’.
  • Upload your PAN card and photo, along with personal and financial details.
  • Undergo an In-Person Verification (IPV) using your webcam.
  • E-sign using your Aadhar Number to finalize registration.
  • After 24 hours, return to the ICICI Direct website and log in to your account.
  • Visit the ICICI Direct website.

Now that you know how to download a capital gain statement from the ICICI direct website, it will become easier for you to keep track of your capital gains income and taxes. And if you are among those who find capital gains complicated, then don’t worry. Our tax experts can help you manage your capital gains taxation. Book a Tax Consultation now and get all your capital gains tax queries answered.


Frequently Asked Questions

Q- Which ITR form are ICICI Direct users required to file?

The ITR appropriate ITR form for ICICI direct users depends on the nature of income. For example, if your capital gains are from intraday trading or F&O, then you need to report your income under the head “income from business and profession” and, therefore, should file ITR-3 similarly if your income arises from trading in mutual funds or equity shares.


Q- How are realised and unrealised profit different in ICICI direct?

Unrealized profit is the profit that has not been realized yet. It is shown in your trading account and is a result of investments that have not been sold in cash yet. Realized profit is the profit that has already been sold for cash.


Q- How to download ICICI direct capital gains report?

To download the capital gain report from the ICICI Direct website, follow these steps:

  • Log in to the ICICI Direct online portal using your credentials.
  • Navigate to the ‘Portfolio’ tab, then choose ‘Equity’ under the ‘Capital gain’ section, and click on the ‘View Capital Gain’ button.
  • Select the relevant period, typically the financial year.
  • Download the capital gain report in CSV format.