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ITR filing guide · Kite / Zerodha Console

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

Download your Zerodha Tax P&L from Console and file ITR-2 or ITR-3 with a real CA. Download your Zerodha 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 Zerodha report

Log in to console.zerodha.com → navigate to Reports → Tax P&L → select FY 2025-26

  1. 1Log in to console.zerodha.com
  2. 2Click Reports in the top navigation → select Tax P&L
  3. 3Under Financial Year, select 2025–26
  4. 4Set From as Q1 (April 2025) and To as Q4 (March 2026)
  5. 5Click the blue arrow (→) to generate the report
  6. 6Click "Download Tax P&L report for all segments"
  7. 7Upload the downloaded Excel file to FirstReports

Tips

  • Zerodha already applies the grandfathering FMV (31 Jan 2018) for shares bought before that date — FirstReports preserves those values
  • If you have F&O trades, they appear separately under the Derivatives section — the same file includes them
  • Select all four quarters (Q1–Q4) to get the complete FY 2025-26 data

What the Zerodha report covers

Equity delivery (STCG/LTCG)Intraday equityF&O (futures & options)Commodity (MCX)

How FirstReports auto-imports Zerodha statements

Upload the Excel file

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

Auto-detection and classification

FirstReports detects the Zerodha 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

Which ITR form do I need if I trade on Zerodha?
If you have only equity delivery gains (STCG/LTCG), you need ITR-2. If you also have F&O or intraday trades, you need ITR-3 because F&O is treated as non-speculative business income and intraday as speculative business income.
What is the STCG tax rate on Zerodha equity trades for FY 2025-26?
Short-term capital gains (holding period under 12 months) on listed equity are taxed at 20% under Section 111A (raised from 15% by Budget 2024, effective July 23, 2024). Long-term capital gains (over 12 months) are taxed at 12.5% under Section 112A, with the first ₹1.25 lakh exempt.
Does Zerodha calculate my tax for me?
Zerodha's Tax P&L report shows your trade-level gains and losses, but it does not compute your final ITR liability or handle set-off rules, regime selection, or Schedule 112A scrip-wise disclosure. A CA files these correctly after reviewing the consolidated report.
Can I upload the Zerodha report directly to FirstReports?
Yes. Upload the Excel file on your client page in FirstReports. The platform auto-detects Zerodha's column format, classifies each trade as STCG, LTCG, intraday, or F&O, and merges it with reports from other brokers to produce one consolidated statement.

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Need more detail? Read the full Zerodha 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