Why You Need This Guide Right Now
It's April 2026 — the start of the ITR filing season for FY 2025-26. CAs across India are collecting capital gains statements from clients who trade on multiple brokers. Each broker has a different portal, a different report name, and a different download path. This guide consolidates all of them in one place.
Use the quick-jump links below to go directly to your broker, or scroll through the full guide.
Quick Reference Table
| Broker / RTA | Report Name | Format | How to Access |
|---|---|---|---|
| Zerodha | Tax P&L | Excel (.xlsx) | console.zerodha.com → Reports → Tax P&L |
| Groww | Capital Gains Statement | Excel / PDF | groww.in → Profile → Reports → Tax |
| Angel One | Tax P&L / P&L Statement | Excel | angelone.in → My Account → Dash → P&L |
| Upstox | Profit & Loss | Excel | upstox.com → Reports → P&L |
| ICICI Direct | Capital Gain Statement | Excel | iciciqdirect.com → My Account → Reports → Tax Reports |
| HDFC Securities | Capital Gains Statement | Excel | hdfcsec.com → My Portfolio → Reports |
| Kotak Securities | Capital Gains / Tax P&L | Excel | kotaksecurities.com → My Kotak → Reports |
| Motilal Oswal | Capital Gain Statement | Excel | motilaloswal.com → My Reports → Tax Reports |
| Paytm Money | Capital Gains | Excel / PDF | paytmmoney.com → Profile → Statements |
| Sharekhan | P&L Report / Tax P&L | Excel | sharekhan.com → Reports → P&L Report |
| SBI Securities | P&L / Capital Gains | Excel | sbisec.co.in → My Reports |
| Dhan | Tax Report | Excel (via email) | dhan.co → Profile → Statements & Reports |
| Fyers | Tax PnL | Excel | fyers.in → Capital Gain Report → Tax PnL |
| 5Paisa | Tax Report | Excel / CSV | 5paisa.com → Reports → Trade Reports |
| Nuvama | Tax Report | Excel | nuvama.com → Reports → More Reports |
| Finvasia (Shoonya) | PnL Report | Excel | shoonya.com → FY selector → PnL Report |
| Alice Blue | Tax P&L | Excel | ANT BOT portal → Report → P&L |
| Geojit | Capital Gains Statement | Excel (ZIP via email) | geojit.com → Statements → Capital Gains |
| CAMS | Capital Gains Statement | Excel (via email) | camsonline.com → Statements → Capital Gains |
| KFintech | Capital Gain Statement | Excel (via email) | kfintech.com → Investor Services → Capital Gain |
Zerodha — Tax P&L from Console
Log in to console.zerodha.com → Reports → Tax P&L → Select FY 2025-26 → Q1 to Q4 → Click the blue arrow → Download Tax P&L report for all segments.
The Excel contains three sheets: Tradewise Exits (FIFO lots), Equity (charges + section summaries), and Mutual Funds. Full Zerodha guide →
Groww — Capital Gains Report
Log in to groww.in → Profile icon → Reports → Tax → Select the asset class (Equity, Mutual Funds, US Stocks) → Select FY 2025-26 → Download. Repeat for each asset class your client transacted in. Full Groww guide →
Angel One — Tax P&L
Log in to angelone.in → My Account → Dash → Profit & Loss → Tax P&L → FY 2025-26 → Download. Full Angel One guide →
Upstox — Profit & Loss
Log in to upstox.com → Reports → Profit & Loss → FY 2025-26 → Download Report. Full Upstox guide →
ICICI Direct — Capital Gain Statement
Log in to iciciqdirect.com → My Account → Reports → Tax Reports → Capital Gain Statement → 01-Apr-2025 to 31-Mar-2026 → Generate → Download as Excel. Full ICICI Direct guide →
HDFC Securities — Capital Gains Statement
Log in to hdfcsec.com → My Portfolio → Reports → Capital Gains Statement → 01-Apr-2025 to 31-Mar-2026 → Generate → Download Excel. Full HDFC Securities guide →
Kotak Securities — Capital Gains / Tax P&L
Log in to kotaksecurities.com → My Kotak → Reports → Capital Gains → FY 2025-26 → View Report → Download Excel. Full Kotak guide →
Motilal Oswal — Capital Gain Statement
Log in to motilaloswal.com → My Reports → Tax Reports → Capital Gain Statement → 01-Apr-2025 to 31-Mar-2026 → Generate → Download as Excel. Full Motilal Oswal guide →
Paytm Money — Capital Gains
Log in to paytmmoney.com → Profile → Statements & Reports → Capital Gains → FY 2025-26 → Download. Download separately for Stocks and Mutual Funds. Full Paytm Money guide →
Sharekhan — P&L Report
Log in to sharekhan.com → Reports → P&L Report → 01-Apr-2025 to 31-Mar-2026 → All segments → Generate → Export to Excel. Full Sharekhan guide →
SBI Securities — P&L / Capital Gains
Log in to sbisec.co.in → My Reports → P&L Statement → 01-Apr-2025 to 31-Mar-2026 → Generate → Download as Excel. Full SBI Securities guide →
Dhan — Tax Report (via email)
Log in to dhan.co → Profile → Manage Accounts → Statements & Reports → Tax Report → FY 2025-26 → Send to Mail → Download from your registered email. Full Dhan guide →
Fyers — Tax PnL
Log in to fyers.in → Capital Gain Report → Tax PnL → Year: 2025, Segment: All → Submit → Download Excel. Full Fyers guide →
CAMS — Mutual Fund Capital Gains (via email)
Go to camsonline.com → Statements → Capital Gains Statement → FY 2025-26 → Enter PAN and registered email → Format: Excel → Set a file password → Submit. The report is emailed as a password-protected file. Full CAMS guide →
KFintech — Mutual Fund Capital Gains (via email)
Go to kfintech.com → Investor Services → Capital Gain Statement → FY 2025-26 → Enter PAN and email → All Funds → Excel → Set a password → Submit. The report is emailed. Full KFintech guide →
Do Most Clients Need Both CAMS and KFintech?
Yes. CAMS and KFintech are the two RTAs (Registrar & Transfer Agents) for the Indian mutual fund industry. Different AMCs use different RTAs:
- CAMS: HDFC, ICICI Prudential, SBI, Nippon India, Axis, Mirae Asset, and others
- KFintech: Kotak, Franklin Templeton, DSP, Tata, PGIM, and others
A client who holds funds from both CAMS and KFintech AMCs needs both statements. Upload both to FirstReports — it automatically merges them with the equity P&L statements from broker platforms into one consolidated tax report.
How to Consolidate Reports from Multiple Brokers
Once you have downloaded all reports, the next step is merging them. Each broker uses a different column format, different segment labels, and different cost accounting methods. Doing this manually in Excel for even 5 clients takes hours.
FirstReports automates this: upload all files for a client (across all brokers and RTAs), and the platform produces a single consolidated STCG / LTCG / F&O / Intraday statement — with the exact figures needed for Schedule CG, Schedule 112A, and the charges deduction in ITR-2 or ITR-3.