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ITR filing guide · Motilal Oswal MO Investor

How to file ITR with Motilal Oswal capital gains (FY 2025-26)

Get your Motilal Oswal capital gains report and file an accurate ITR with CA assistance. Download your Motilal Oswal 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 Motilal Oswal report

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

  1. 1Log in to moinvestor.com or the MO Investor app
  2. 2Navigate to Reports → Capital Gain Statement
  3. 3Select the financial year 2025-26
  4. 4Download in Excel format
  5. 5Upload to FirstReports

Tips

  • Motilal Oswal also provides mutual fund and PMS reports — ensure you download reports for all investment types

What the Motilal Oswal report covers

Equity deliveryIntraday equityF&OMutual funds

How FirstReports auto-imports Motilal Oswal statements

Upload the Excel file

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

Auto-detection and classification

FirstReports detects the Motilal Oswal 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

I have PMS (Portfolio Management Service) with Motilal Oswal. How is that taxed?
PMS gains are taxed as capital gains in the hands of the investor. The PMS manager provides a capital gains statement each year. STCG at 20%, LTCG at 12.5% (first ₹1.25L exempt) for listed equity, similar to direct equity investing. Upload the PMS statement to FirstReports along with your direct equity report.

Report downloaded? Let a CA file your ITR.

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