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ITR filing guide · ICICIdirect.com

How to file ITR with ICICI Direct capital gains (FY 2025-26)

Download your ICICI Direct P&L statement and file your ITR with expert CA assistance. Download your ICICI Direct 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 ICICI Direct report

Log in to icicidirect.com → navigate to Reports → Capital Gain Report → select FY 2025-26

  1. 1Log in to icicidirect.com
  2. 2Click on Reports in the top navigation
  3. 3Select Capital Gain Report
  4. 4Set the period: 01-Apr-2025 to 31-Mar-2026
  5. 5Click Download (Excel or PDF — use Excel for upload to FirstReports)
  6. 6Upload to FirstReports

Tips

  • ICICI Direct provides separate capital gain reports for equities and mutual funds — download both
  • For mutual fund gains, use the MF Capital Gain Report option in the same Reports section

What the ICICI Direct report covers

Equity deliveryIntraday equityF&OMutual funds

How FirstReports auto-imports ICICI Direct statements

Upload the Excel file

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

Auto-detection and classification

FirstReports detects the ICICI Direct 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

ICICI Direct also sells mutual funds. Are those gains in the same report?
No. ICICI Direct provides separate reports for equity and mutual fund capital gains. Download the Mutual Fund Capital Gain Report separately and upload both files to FirstReports, which consolidates them correctly.

Report downloaded? Let a CA file your ITR.

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