How to Download Angel One Tax P&L Report for FY 2025-26

5-step workflow: Log in → Open Reports → Select FY 2025-26 → Download Report → Upload to FirstReports

Before You Begin

Your Angel One login credentials (client code + password / MPIN)
Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions

Go to angelone.in and log in to your account.
Navigate to My Account and click on the Dash section.
Click on the Profit & Loss option.
Select P&L Statement or Tax P&L.
Choose FY 2025-26 as the financial year and click Download.

What's in the Report

The Angel One Tax P&L covers realized gains from equity delivery, intraday, F&O, and mutual fund segments. It also includes FIFO-based cost accounting and grandfathering for pre-2018 holdings.

Upload to FirstReports

Once you have the file, upload it to FirstReports. The platform auto-detects the Angel One 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.

About FirstReports

What is FirstReports?

FirstReports is an ITR filing platform where real ICAI-registered Chartered Accountants file your income tax return for you. Plans start at ₹999 for salaried returns and ₹1,999 for investors with capital gains or F&O income.

How does filing with a CA on FirstReports work?

Choose a plan, upload your documents (Form 16, broker P&L statements, AIS), and your assigned CA reviews everything, computes your tax, and files your ITR. You receive the ITR-V acknowledgement and live status updates throughout.

How quickly will my ITR be filed?

Standard turnaround is 48 hours from the time all documents are received. Most straightforward salaried returns are completed the same day.

What types of returns do you handle?

Salaried (ITR-1 & ITR-2), capital gains from stocks and mutual funds, F&O traders, HNI returns with multiple income sources, and clients who received IT notices. All income types covered.

Is my data safe with FirstReports?

Yes. Your documents are stored securely and are only accessible to your assigned CA. We never share your data with third parties. All communication is encrypted.