How to Download Paytm Money Capital Gains Statement for FY 2025-26

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

Before You Begin

Your Paytm Money login credentials (mobile number + OTP / PIN)
Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions — Stocks

Open the Paytm Money app or go to paytmmoney.com and log in.
Tap on Profile (bottom-right icon on mobile, or top-right on web).
Navigate to Statements & Reports → Capital Gains.
Select the financial year FY 2025-26.
Tap Download to receive the Capital Gains Statement in Excel or PDF format.

Step-by-Step Download Instructions — Mutual Funds

Go to Profile → Statements on Paytm Money.
Select Mutual Fund Capital Gains.
Set the period to FY 2025-26 and click Download.

Note: Paytm Money provides separate capital gains reports for stocks and mutual funds. Download both if your client transacted in both asset classes on this platform.

Upload to FirstReports

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