What are the capital gains tax rates for Kotak Securities trades in FY 2025-26?

Short-term capital gains (STCG) on listed equity held under 12 months: 20% under Section 111A (raised from 15% by Budget 2024). Long-term capital gains (LTCG) on listed equity held over 12 months: 12.5% under Section 112A, with the first ₹1.25 lakh exempt (raised from ₹1 lakh by Budget 2024).

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ITR filing guide · Kotak Securities / Neo

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

Download your Kotak Securities P&L and let an expert CA handle your ITR-2 or ITR-3. Download your Kotak 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 Kotak Securities report

1Log in to kotak.com/neo or the Kotak Neo app
2Go to Reports → P&L Statement
3Set the date range to FY 2025-26 (01-Apr-2025 to 31-Mar-2026)
4Select all segments
5Download in Excel format
6Upload to FirstReports

Tips

Kotak Securities and Kotak Neo (discount broker arm) are different platforms — make sure you download from the correct one based on where you trade

What the Kotak Securities report covers

Equity deliveryIntraday equityF&O

How FirstReports auto-imports Kotak Securities statements

Upload the Excel file

After downloading from kotak.com/neo, upload the file directly. No reformatting needed.

Auto-detection and classification

FirstReports detects the Kotak 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

What is the difference between Kotak Securities and Kotak Neo for taxes?

Both Kotak Securities (full-service) and Kotak Neo (discount broker) provide P&L reports. The underlying tax rules are the same — STCG at 20%, LTCG at 12.5% for listed equity. The report format differs slightly but FirstReports auto-detects both.

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Need more detail? Read the full Kotak Securities download guide →

Report downloaded? Let a CA file your ITR.

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

File with capital gains · ₹1,999