How to download the tax P&L or capital gains statement at 5paisa?

How to download the tax P&L or capital gains statement at 5paisa?

For Web:

  1. Login: Successfully log in to your account.


  1. Access My Reports:
    • Go to the "My Reports" section


3.               Go to Trade Reports: Navigate to the "Trade Reports" section.


4.               Select Tax Report: Choose the "Tax Report" option.

5.               Download Report:

    • Click on the "Download" button for the selected date.
    • You can change the date range using the calendar.


For App:

  1. Login: Successfully log in to your account.


2.               Go to Profile Section: Navigate to the "Profile" section.

3.               Access My Reports: Go to the "My Reports" section.


4.               Select Tax Report: Choose the "Tax Report" option.

5.               Select Financial Year: Choose the financial year you want the report for.

6.               Send Report via Email: Click on the "Send over Email" button. You will receive the report on your registered email ID.




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