To get a capital gain statement from Zerodha, follow these steps:
Log in to your Zerodha account: Visit the Zerodha website and enter your login credentials (username and password) to access your account.
Navigate to the “Console” section: Once logged in, find the “Console” option in the top menu and click on it. The Console is the back-office portal of Zerodha, where you can manage your account-related activities.
Go to the “Reports” tab: In the Console, locate the “Reports” tab and click on it. This section provides various reports and statements related to your trading and investments.
Choose the “Tax P&L” option: Within the Reports tab, you will find different options. Look for the “Tax P&L” option and select it. This option enables you to generate a capital gain statement for tax purposes.
Specify the financial year: You will be prompted to select the financial year for which you need the capital gain statement. Choose the appropriate financial year from the drop-down menu. For example, if you want the statement for the financial year 2022-2023, select that option.
Generate the statement: Once you’ve selected the financial year, click on the “Generate” or “View” button to initiate the generation of the capital gain statement. Zerodha’s system will process your request and compile the necessary data.
Review and download the statement: After the statement is generated, it will be displayed on the screen. Take a moment to review the information and ensure it is accurate and complete. If everything looks good, you can proceed to download the statement.
Click on the “Download” button: Look for the “Download” button within the statement view and click on it. Zerodha will provide the statement in a downloadable format, such as a PDF or Excel file.
Save the statement: Choose the location on your computer where you want to save the capital gain statement file. Select an appropriate name for the file and click “Save” or “Download” to store it on your device.
Repeat for multiple financial years (if necessary): If you require capital gain statements for multiple financial years, you can repeat the above steps for each year. Simply go back to step 5 and choose the next financial year you need, and follow the subsequent steps accordingly.
Access the downloaded statement: Once you have downloaded the capital gain statement, you can locate it in the designated folder on your computer. Open the file to verify the information and ensure it meets your requirement.
Final Conclusion on How to Get a Capital Gain Statement From Zerodha
That’s it! You have successfully obtained a capital gain statement from Zerodha. The statement will provide details of your capital gains and losses, which can be helpful for tax filing purposes or tracking your investment performance. Remember to consult with a tax professional or financial advisor to understand how to interpret and use the statement correctly in accordance with your specific tax obligations and investment goals.