Steps to download Upstox Tax P&L report

Your Upstox Tax P&L report is prepared using trades available in your Upstox account at the time of generating the report.

Follow these steps to download your Upstox Tax P&L

Visit P&L Page

Visit P&L Page

Visit P&L Page

Click on Get Started

Connect Upstox Account

Navigate to Reports and Click on Download

Choose Financial year

Click on Generate

Under Download History section click on download icon and you report will get downloaded

Frequently Asked Questions

Is the Upstox Tax P&L report from P&L Page enough to file my Income Tax Return (ITR)?

Does the Upstox Tax P&L report include brokerage, STT, and other charges?

Can I download Upstox Tax P&L report for previous financial years?

Can I generate a combined Tax P&L report for Upstox and other brokers?

Is downloading the Upstox Tax P&L report from P&L Page free?

How is this report different from the one I download directly from Upstox ?

Upstox Tax P&L Report

Upstox is India's leading stock broker. Customers use Upstox to invest in stocks, MFs, ETFs or trade in Futures & Options contracts. Any profits or losses from investing or trading is subject to income tax.

Tax P&L report is statement provided by broker that summarises realised gains, losses, and charges for a specific financial year. It is designed to simplify tax planning and filing by categorising trades into long term, short term capital gains and speculative/non-speculative income.

P&L Page is a free tool for investors & traders to connect their Upstox account, sync trades, visualise their P&L and download in-depth Tax P&L Report for the current and previous financial year.

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Disclaimer: Quicko prepares the data presented in the P&L report, holdings, and positions using the available trades and information at the time of generating the report in your demat account. Quicko provides no express or implied warranty, and assumes no legal or consequential liability or responsibility for the authenticity and completeness of the data presented. You should cross-check the P&L report, holdings, and position data with your tradebook, contract notes, and funds statement, which are available to you through your broker.

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