To download the Motilal Oswal capital gains statement for FY 2025-26: log in to motilaloswal.com → MyReport → P&L Report → set period April 2025 to March 2026 → Generate → Download as Excel. The report covers equity delivery, intraday, F&O, and commodity segments with FIFO cost accounting and grandfathering for pre-2018 holdings.
Before You Begin
- Your Motilal Oswal login credentials (Client ID + password / OTP)
- 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 motilaloswal.com and log in to your account (or use the MO Investor app and switch to the web portal for reports).
- Navigate to My Reports or Account Reports in the menu.
- Click on Tax Reports and select Capital Gain Statement.
- Set the period to 01-Apr-2025 – 31-Mar-2026.
- Click Generate Report, then Download as Excel.
What's in the Report
The Motilal Oswal Capital Gains Statement covers:
- Equity delivery trades: FIFO-matched lots with entry/exit dates, holding period, buy/sell values, and realized P&L
- F&O P&L with settlement-level breakdowns for futures and options
- Charges: brokerage, STT, exchange transaction charges, stamp duty, and GST
Clients with a MO mutual fund or PMS account will receive separate statements for those — upload all of them to FirstReports for a complete consolidated picture.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Motilal Oswal 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 for FY 2025-26 — What CAs Apply to This Report
The Finance Act 2024 (effective 23 July 2024) revised the capital gains tax rates. Since FY 2025-26 falls entirely after that date, the revised rates apply to all transactions in this report:
- STCG — Section 111A (equity, held ≤ 12 months): 20% + 4% cess
- LTCG — Section 112A (equity, held > 12 months): 12.5% on gains above ₹1.25 lakh + 4% cess
- F&O income: 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
What CAs Must Do with This Report Before Filing ITR
- AIS reconciliation: Match the securities transactions in this report against the Annual Information Statement (AIS) on incometax.gov.in. Common differences are settlement date vs trade date and gross vs net figures — file AIS feedback for genuine discrepancies before submitting the ITR.
- Separate segments: F&O P&L belongs in Schedule BP of ITR-3, not Schedule CG. Even one F&O contract mandates ITR-3 — filing ITR-2 for a client with any F&O trades is a defective return.
- Schedule 112A: LTCG requires scrip-wise entry in Schedule 112A — ISIN, acquisition date, cost (post-grandfathering), sale date, and consideration. This data is in the broker report; use FirstReports to auto-generate the schedule from this file.
Frequently Asked Questions
Where exactly is the capital gains or P&L report in Motilal Oswal?
After logging in to motilaloswal.com, navigate to: motilaloswal.com → Log in → MyReport → P&L Report → set Apr 2025 to Mar 2026 → Generate → 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 Motilal Oswal report include F&O and intraday income?
Yes. The Motilal Oswal report covers equity delivery (STCG/LTCG), intraday equity, F&O, and commodity. 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 Motilal Oswal report download in?
The report downloads as Excel (.xlsx). Motilal Oswal 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 Motilal Oswal report directly to FirstReports?
Yes. Upload the downloaded file on your client's page in FirstReports. The platform auto-detects the Motilal Oswal 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.