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ITR filing guide · HDFCsec.com

How to file ITR with HDFC Securities capital gains (FY 2025-26)

Get your HDFC Securities capital gains report and file an accurate ITR with CA assistance. Download your HDFC Securities statement in three steps, upload to FirstReports, and let a CA handle the rest.

20%

STCG rate (equity, <12m)

12.5%

LTCG rate (equity, >12m)

₹1.25L

LTCG exemption

Business

F&O income treated as

Step-by-step: download your HDFC Securities report

Log in to hdfcsec.com → navigate to Reports → Capital Gain / Loss Statement → select FY 2025-26

  1. 1Log in to hdfcsec.com
  2. 2Navigate to Reports → Capital Gain / Loss Statement
  3. 3Select the financial year 2025-26
  4. 4Choose the account and segment
  5. 5Download the report in Excel format
  6. 6Upload to FirstReports

Tips

  • HDFC Securities provides the report in Excel — ensure you download the Excel version, not PDF, for automatic parsing

What the HDFC Securities report covers

Equity deliveryIntraday equityF&O

How FirstReports auto-imports HDFC Securities statements

Upload the Excel file

After downloading from hdfcsec.com, upload the file directly. No reformatting needed.

Auto-detection and classification

FirstReports detects the HDFC Securities column format, classifies each trade as STCG, LTCG, F&O, or intraday, and applies Budget 2024 rates.

Consolidated statement

If your client trades on multiple brokers, all reports are merged into one tax-ready statement. A CA reviews and files the ITR.

Frequently asked questions

My HDFC Securities account is linked to HDFC Bank. Are the gains reported in Form 26AS?
Securities transaction tax (STT) paid on your trades appears in Form 26AS and AIS. Capital gains themselves are not reported via TDS — you must disclose them in Schedule CG of ITR-2 or ITR-3 when filing.

Report downloaded? Let a CA file your ITR.

Upload once. Your assigned CA handles computation, filing, and acknowledgement. Starts at ₹999.