Before You Begin
- Your Bajaj Finserv Demat login credentials
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- 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.