As the deadline for filing income tax approaches on July 31, 2024, Zerodha’s Nithin Kamath has announced that all necessary tax-filing information is available through reports on Console. This includes the Tax P&L statement detailing speculative and non-speculative trades, P&L, capital gains, and charges, as well as contract notes for the year, funds statement as of March 31, holding statement as of March 31, and the Annual Global Statement (AGS). Kamath shared on his X handle, encouraging those who haven’t filed their ITR to do so using these resources.

First, go to console.zerodha.com/dashboard and navigate to Reports, then Tax P&L. Choose the financial year (FY) and the period (quarterly or annually). Click the arrow button and then select “Download Tax P&L report for all segments” to download the report.

Zerodha’s tax Profit and Loss (P&L) statement offers a comprehensive breakdown of your trading activities. It categorizes trades into speculative equity intraday trades, non-speculative Futures & Options (F&O) trades, and capital gains from delivery-based trades. Additionally, it details the charges and taxes incurred and calculates the net gains or losses from these transactions.