Before You Begin
- Your Dhan login credentials
- Access to your registered email address
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Log in to your Dhan account at dhan.co.
- Navigate to the Profile section and click on My Profile.
- Go to Manage Accounts → Statements & Reports and click on Tax Report under General Statement.
- Select the financial year 2025–26, click Send to Mail, and download the report from your registered email.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Dhan 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.