How to Download Zerodha Tax P&L 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 Zerodha login credentials (client ID + password / TOTP)
Financial Year: April 2025 – March 2026 (FY 2025-26)

Step-by-Step Download Instructions

Go to console.zerodha.com and log in to your account.
Click on the Reports section in the top navigation, then select Tax P&L.
Under the Financial Year dropdown, select 2025–26.
In the From field choose Q1 (April–June 2025) and in the To field choose Q4 (January–March 2026).
Click the blue arrow (→) to generate the report.
Once the report loads, click "Download Tax P&L report for all segments".

What's in the Report

The downloaded Excel file contains three sheets:

Tradewise Exits: Every FIFO-matched buy–sell lot with entry date, exit date, holding period, FMV (for grandfathering), and taxable profit.
Equity: Aggregate charges (brokerage, STT, SEBI fees, stamp duty, GST) and section-level summaries for Intraday, Short Term, and Long Term.
Mutual Funds: Redemptions split by equity MF STCG / LTCG and debt MF.

This file is specifically designed for ITR filing — it applies FIFO and grandfathering automatically.

Upload to FirstReports

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