Guide to Download Capital Gain Statement

from ZERODHA
Introduction
Capital gains are profits one earns from the sale of assets such as stocks, mutual funds
and real estate. The gains will be classified as short term or long term based on how long
they have been held.

Instead of manually entering the details you can simply upload a “Tax P&L Report” that
is a consolidation of your investment performance, capital gains and income on Zerodha
for the current and last financial years.

This guide covers the step by step procedure to fetch this gain statement from the
ZERODHA Console website and uploading the same on cleartax website.

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Process for Zerodha
Step 1 : Login to https://console.zerodha.com/dashboard

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Process for Zerodha
Step 2 : Navigate to the Reports sections on the top navigation bar

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Process for Zerodha
Step 3 : Select Tax P&L in the dropdown menu

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Process for Zerodha
Step 4 : Select the Current Assessment Year and From: Q1 To: Q4

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Process for Zerodha
Step 5 : The taxpnl report would be like below:

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Process for Zerodha
Step 6 : Upload this Report in the Capital Gains Section in https://cleartax.in/paytax/y2021/0/CapitalGain

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Process for Zerodha
Step 6 (a) : Select the report provider as Zerodha in https://cleartax.in/paytax/y2021/0/CapitalGainsUploadFile

Step 6 (b) : Ensure that the PAN in the Personal Information section in Cleartax matches to that of the PAN in the
Zerodha tax P&L
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Process for Zerodha
Step 6 (c) : Cleartax will parse the Zerodha tax P&L and read the following data if available
● Capital Gains
● Speculative income from Intraday trading
● Dividend Income
● Trading Income from F&O, CD/CX

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