How to Download Capital Gain Statement from ICICI Direct?

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.

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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.

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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.
  
  
• 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.
  
  
• Step 3: If you've chosen ‘Equity’, click on ‘View Capital Gains - Tradewise’ on the following page.
  
  
• Step 4: Set the period as 2023-2024 and click on the ‘View Details’ button.
  
  
• Step 5: Download the statement in ‘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.
  
  

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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, 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 ‘ICICI Direct’.
  
  
• Step 4. From the pop-up window, click on browse files and upload the P&L statement.
  
  

Alternatively, you can also upload ICICI Direct 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.
  
  

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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.

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