Angel One provides tax documents like the Tax P&L statement, which shows all your capital gains, intraday trades, F&O profits, and charges. You can use these documents to easily file your Income Tax Return (ITR). These statements help you understand your total profit or loss in a financial year and calculate your tax.

What Tax Documents Does Angel One Provide?

Angel One provides a Tax P&L (Profit and Loss) statement, which includes your capital gains (short-term and long-term), intraday trades, futures and options (F&O) income, and all trading charges. This document is important for filing your income tax return (ITR) correctly.

How to Download Angel One Tax P&L Statement?

To download your Tax P&L statement from Angel One:

• Log in to your Angel One account.
• Go to the ‘Reports’ section.
• Click on ‘Tax P&L’ under the P&L Reports tab.
• Select the financial year.
• Click ‘Download’ to save the report in Excel format.

What Details Are Included in the Tax P&L Statement?

The Tax P&L statement includes important details like:

• Short-term capital gains (STCG)
• Long-term capital gains (LTCG)
• Intraday trading gains or losses
• Futures and options income
• Brokerage, GST, STT, stamp duty, and other charges

How to Use the Tax P&L for Filing ITR?

You can use this statement to easily file your ITR:

• Use capital gain details for ITR-2.
• Use intraday and F&O data for ITR-3 as business income.
• Add brokerage and charges to calculate net profit or loss.
• Attach or upload the file if needed on tax platforms.

Can You File ITR Automatically Using Angel One Statement?

Yes, many platforms like Quicko and ClearTax allow you to upload Angel One’s Tax P&L and automatically fill your ITR forms. This saves time and avoids errors. You just need to download the Excel file and upload it to these websites.

Is Angel One Tax P&L Accepted by CA and Tax Consultants?

Yes, the Angel One Tax P&L report is widely accepted by Chartered Accountants (CAs) and tax consultants across India. It has all the required details to calculate your income from trading. You can simply email or share the Excel file with your CA for easy tax filing.