How to Download Kotak Securities Capital Gains Report for FY 2025-26

5-step workflow: Log in → Open Reports → Select FY 2025-26 → Download Report → Upload to FirstReports

Before You Begin

Your Kotak Securities login credentials (User ID + password / OTP)
Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions

Go to kotaksecurities.com and log in to your trading account.
Navigate to My Kotak → Reports from the top menu.
Select Capital Gains (sometimes listed as Tax P&L or Profit & Loss Statement).
Choose the financial year FY 2025-26 or set the period 01-Apr-2025 to 31-Mar-2026.
Click View Report, then Download in Excel format.

What's in the Report

The Kotak Securities Capital Gains report includes equity delivery trades (FIFO-matched), F&O settlement P&L, and a charges summary. It is formatted for direct use in ITR Schedule CG and Schedule 112A scrip-wise tables.

Upload to FirstReports

Once you have the file, upload it to FirstReports. The platform auto-detects the Kotak Securities 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.

About FirstReports

What is FirstReports?

FirstReports is an ITR filing platform where real ICAI-registered Chartered Accountants file your income tax return for you. Plans start at ₹999 for salaried returns and ₹1,999 for investors with capital gains or F&O income.

How does filing with a CA on FirstReports work?

Choose a plan, upload your documents (Form 16, broker P&L statements, AIS), and your assigned CA reviews everything, computes your tax, and files your ITR. You receive the ITR-V acknowledgement and live status updates throughout.

How quickly will my ITR be filed?

Standard turnaround is 48 hours from the time all documents are received. Most straightforward salaried returns are completed the same day.

What types of returns do you handle?

Salaried (ITR-1 & ITR-2), capital gains from stocks and mutual funds, F&O traders, HNI returns with multiple income sources, and clients who received IT notices. All income types covered.

Is my data safe with FirstReports?

Yes. Your documents are stored securely and are only accessible to your assigned CA. We never share your data with third parties. All communication is encrypted.