To download the Aditya Birla Money Tax P&L for FY 2025-26: log in to abmsec.com → Reports → P&L Statement → set the period April 2025 to March 2026 → Generate → Download as Excel. Aditya Birla Money (the broking arm of Aditya Birla Capital) covers equity delivery, intraday, and F&O segments.
Before You Begin
- Your ABML (Aditya Birla Money Limited) login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
Report downloaded? Let a CA file your ITR with it.
Upload once. Your assigned CA handles computation, filing, and acknowledgement.
- Go to the ABML client portal at adityabirlamoney.com and log in with your credentials.
- Navigate to the Reports section.
- Select the Financial Year: FY 2025-26.
- Click Submit to generate and download the Tax P&L report.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Aditya Birla Money export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.
Tax Rates to Know for FY 2025-26
When filing ITR using this report, apply the correct rates from the Finance Act 2024 (effective 23 July 2024):
- STCG (held ≤ 12 months, Section 111A): 20% + 4% cess — revised from 15%
- LTCG (held > 12 months, Section 112A): 12.5% on gains above ₹1.25 lakh + 4% cess — revised from 10% / ₹1 lakh
- F&O income (Section 43(5) proviso d): Non-speculative business income — taxed at slab rate in ITR-3 (Schedule BP)
- Intraday equity: Speculative business income — taxed at slab rate in ITR-3
Since the entire FY 2025-26 falls after 23 July 2024, the revised rates apply to all transactions in this report.
What CAs Need to Do with This Report
- Reconcile with AIS: Download the Annual Information Statement from incometax.gov.in and match the securities transactions against this report. Common differences: settlement date vs trade date, gross vs net figures. File AIS feedback for genuine discrepancies before submitting the ITR.
- Separate F&O from Capital Gains: F&O P&L in this report must go in Schedule BP (ITR-3), not Schedule CG. ITR-2 cannot be used if any F&O trades exist — even a single contract mandates ITR-3.
- Schedule 112A scrip-wise data: For LTCG, every transaction must be entered individually in Schedule 112A (ISIN, acquisition date, sale date, cost, sale price). This data is available in the broker report — save time by uploading to FirstReports to auto-generate Schedule 112A data.
Frequently Asked Questions
Where exactly is the capital gains or P&L report in Aditya Birla Money?
After logging in to abmsec.com, navigate to: abmsec.com → Log in → Reports → P&L Statement → set Apr 2025–Mar 2026 → Generate → Download. The section is usually labelled "Reports", "MyAccount", or "Finance" depending on the platform version.
What date range should I select for FY 2025-26?
Set the date range to 01 April 2025 – 31 March 2026. If the platform shows a financial year dropdown, select FY 2025-26 directly. Avoid the calendar year (Jan–Dec) selection by mistake.
Does the Aditya Birla Money report include F&O and intraday income?
Yes. The Aditya Birla Money report covers equity delivery (STCG/LTCG), intraday equity, and F&O. F&O income is non-speculative business income (ITR-3, Schedule BP) — not a capital gain. Intraday equity is speculative business income. Both must be separated from delivery-based STCG/LTCG before entering figures in Schedule CG.
What file format does the Aditya Birla Money report download in?
The report downloads as Excel (.xlsx). Aditya Birla Money applies the grandfathering provision (FMV on 31 Jan 2018) for shares acquired before that date. You can upload this file directly to FirstReports without any manual reformatting.
Can I upload the Aditya Birla Money report directly to FirstReports?
Yes. Upload the downloaded file on your client's page in FirstReports. The platform auto-detects the Aditya Birla Money column layout, classifies every trade as STCG, LTCG, intraday, or F&O, and merges it with reports from the client's other brokers — producing one consolidated tax-ready statement.