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.