To download the Bajaj Finserv Markets tax report for FY 2025-26: log in to bajajfinservmarkets.in → Reports → P&L / Capital Gains Report → select FY 2025-26 → Download as Excel. The Bajaj Finserv Markets platform covers equity and F&O segments.
Before You Begin
- Your Bajaj Finserv Demat 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 Bajaj Finserv Demat portal and log in.
- For Stocks & Derivatives: Navigate to the Report Section and download the Tax Report.
- For Dividend Statement: Navigate to the Report Section and download the Excel Report for dividends.
Note: Bajaj Finserv Demat provides separate reports for equity P&L and dividend income. You may need to download and upload both files to FirstReports for a complete picture.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Bajaj Finserv 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 for FY 2025-26 — What CAs Apply to This Report
The Finance Act 2024 (effective 23 July 2024) revised the capital gains tax rates. Since FY 2025-26 falls entirely after that date, the revised rates apply to all transactions in this report:
- STCG — Section 111A (equity, held ≤ 12 months): 20% + 4% cess
- LTCG — Section 112A (equity, held > 12 months): 12.5% on gains above ₹1.25 lakh + 4% cess
- F&O income: 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
What CAs Must Do with This Report Before Filing ITR
- AIS reconciliation: Match the securities transactions in this report against the Annual Information Statement (AIS) on incometax.gov.in. Common differences are settlement date vs trade date and gross vs net figures — file AIS feedback for genuine discrepancies before submitting the ITR.
- Separate segments: F&O P&L belongs in Schedule BP of ITR-3, not Schedule CG. Even one F&O contract mandates ITR-3 — filing ITR-2 for a client with any F&O trades is a defective return.
- Schedule 112A: LTCG requires scrip-wise entry in Schedule 112A — ISIN, acquisition date, cost (post-grandfathering), sale date, and consideration. This data is in the broker report; use FirstReports to auto-generate the schedule from this file.
Frequently Asked Questions
Where exactly is the capital gains or P&L report in Bajaj Finserv Markets?
After logging in to bajajfinservmarkets.in, navigate to: bajajfinservmarkets.in → Log in → Reports → P&L / Capital Gains Report → set FY 2025-26 → 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 Bajaj Finserv Markets report include F&O and intraday income?
Yes. The Bajaj Finserv Markets report covers equity delivery (STCG/LTCG) 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 Bajaj Finserv Markets report download in?
The report downloads as Excel (.xlsx). You can upload this file directly to FirstReports without any manual reformatting.
Can I upload the Bajaj Finserv Markets report directly to FirstReports?
Yes. Upload the downloaded file on your client's page in FirstReports. The platform auto-detects the Bajaj Finserv Markets 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.