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How can I view/ download P&L Report for Equity Segment for Tax filing purpose?

  • Published: Wednesday, 22 December 2021

Kindly note that for tax filing, you can refer 'Portfolio' report after logging to the Back Office portal by selecting Capital Mkt: -21-22 and selecting the date as 31-03-2022 in 'As on Date' option available in 'Report Type'. 

1. Select current financial year and click on Financial >> Portfolio

2. Click on the GO tab to generate your EQ profit & loss report

** Please note for bonus shares date of allotment of bonus shares would be considered as date of acquisition and the cost of acquisition would be NIL . In case of split date of acquisition would be same as date of acquisition of original shares . Further cost of acquisition would be divided proportionately to the original and split shares.