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.