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Download Guides2 min read10 March 2026

How to Download Axis Securities Capital Gains Report for FY 2025-26

Step-by-step instructions to download the Axis Securities Capital Gains/Loss Statement in Excel for equity and derivatives for FY 2025-26.

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

Before You Begin

  • Your Axis Securities login credentials
  • Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions

  1. Go to axissecurities.in and log in to your account.
  2. Under Equity & Derivatives, click on Portfolio.
  3. Inside Reports, select Capital Gains/Loss Statement.
  4. Select the timeframe: 01-Apr-2025 to 31-Mar-2026.
  5. Click Download and save the report in Excel format.

Upload to FirstReports

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

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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.
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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.
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