Filing your Income Tax Return (ITR) with Angel One investment details is simple. First, download your Tax P&L statement from Angel One. Then, upload this file on tax filing platforms like ClearTax or Quicko to import your trading data. Finally, review your details and submit your ITR online easily.

How to Download Angel One Tax P&L Statement?

Log in to your Angel One account, go to the Reports section, and click on "Tax P&L". Choose the financial year you want and download the statement. This file has all your trading profits and losses, needed for filing your ITR.

How to File ITR Using ClearTax?

On ClearTax, create or log in to your account. Select “File ITR” and go to the income sources section. Choose the option to upload your Angel One Tax P&L statement. Once uploaded, the system automatically fills your capital gains. Review the details and file your return.

How to File ITR Using Quicko?

Quicko also lets you import Angel One investment data easily. Log in, select the tax filing option, and upload your Tax P&L report. The platform will show your capital gains and help you fill other income details. Review everything and submit your ITR quickly.

Which ITR Form Should You Use?

If you have income from trading through Angel One, you usually need to file ITR-2 or ITR-3. ITR-2 is for income from capital gains, salary, or other sources. ITR-3 is for those with income from business or profession, including trading business. Choose the form based on your income type.

What Documents Are Needed to File ITR With Angel One Details?

You need your Angel One Tax P&L statement, your PAN card, Aadhaar card, bank statements, and Form 16 if you have salary income. Keep all these ready before filing your ITR for smooth processing.

Can Angel One Help With Tax Filing?

Angel One provides all the required statements and reports to help you file your taxes. However, for filing, it’s best to use tax filing platforms or consult a tax expert. Angel One’s support team can guide you on downloading reports but does not file returns directly.