To download the Fyers Tax P&L for FY 2025-26: log in to fyers.in → Finance → P&L → set date range 01-Apr-2025 to 31-Mar-2026 → Download as Excel. Fyers is a discount broker; the report covers equity delivery, intraday, and F&O segments with FIFO lot-matching.
Before You Begin
- Your Fyers 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 fyers.in and log in to your account.
- Navigate to the Capital Gain Report section and click on Tax PnL.
- In the dropdowns, select Year: 2025 and Segment: All.
- Click Submit to generate the report.
- Once the report loads, click the Excel icon to download.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Fyers 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 to Know for FY 2025-26
When filing ITR using this report, apply the correct rates from the Finance Act 2024 (effective 23 July 2024):
- STCG (held ≤ 12 months, Section 111A): 20% + 4% cess — revised from 15%
- LTCG (held > 12 months, Section 112A): 12.5% on gains above ₹1.25 lakh + 4% cess — revised from 10% / ₹1 lakh
- F&O income (Section 43(5) proviso d): 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
Since the entire FY 2025-26 falls after 23 July 2024, the revised rates apply to all transactions in this report.
What CAs Need to Do with This Report
- Reconcile with AIS: Download the Annual Information Statement from incometax.gov.in and match the securities transactions against this report. Common differences: settlement date vs trade date, gross vs net figures. File AIS feedback for genuine discrepancies before submitting the ITR.
- Separate F&O from Capital Gains: F&O P&L in this report must go in Schedule BP (ITR-3), not Schedule CG. ITR-2 cannot be used if any F&O trades exist — even a single contract mandates ITR-3.
- Schedule 112A scrip-wise data: For LTCG, every transaction must be entered individually in Schedule 112A (ISIN, acquisition date, sale date, cost, sale price). This data is available in the broker report — save time by uploading to FirstReports to auto-generate Schedule 112A data.
Frequently Asked Questions
Where exactly is the capital gains or P&L report in Fyers?
After logging in to fyers.in, navigate to: fyers.in → Log in → Finance → P&L → set 01-Apr-2025 to 31-Mar-2026 → 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 Fyers report include F&O and intraday income?
Yes. The Fyers report covers equity delivery (STCG/LTCG), intraday equity, 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 Fyers report download in?
The report downloads as Excel (.xlsx). Fyers applies the grandfathering provision (FMV on 31 Jan 2018) for shares acquired before that date. You can upload this file directly to FirstReports without any manual reformatting.
Can I upload the Fyers report directly to FirstReports?
Yes. Upload the downloaded file on your client's page in FirstReports. The platform auto-detects the Fyers 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.