What Statements are to be downloaded for IT purpose?

To effectively evaluate your trading performance and prepare for income tax returns, you can download the following key reports from the Back Office Dashboard via your trading page or app. For guidance on logging into the Backoffice, click here.

  1. Equity Capital Gain/Loss and Portfolio Statement:
    This report provides a comprehensive view of your equity transactions, excluding transactions before November 11, 2012, off-market transfers, IPO credits, and corporate actions.

  2. F&O Profit and Loss Statement:
    This statement details all your F&O trades, offering a clear picture of your gains and losses in the derivatives market.

  3. Net Position:
    Provides date-wise and instrument-wise transaction details, including auction transactions, to help you track all your trading activities.

  4. Ledger Statement:
    This statement shows all financial transactions in your account, including funds in/out, purchase and sale obligations, and other financial activities.

  5. DP Transaction Statement:
    Tracks all corporate actions and off-market transactions within your portfolio, ensuring you have a complete record of your holdings.

Note: Dividends are credited directly to your bank account. Ensure you check your bank statements for dividend credits. These computer-generated statements should be verified by auditors before filing your tax returns.

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