Download Dhan tax statements
Find and export Dhan reports for your chosen financial year. These are broker records to reconcile with your other documents; downloading a report does not file your tax return.
Facts checked through . Each row links to the broker’s published instructions. Account-specific eligibility and terms can change after this date.
Tax statements: published facts
| Topic | Published terms / instructions |
|---|---|
| Web and app report paths | Web: Profile → Journal by Dhan → Tax Saving → Tax Report. App: Profile → All Statements → Tax Report.Official source: Web and app report paths · Verified |
| Select the report period | Web supports a date or financial year. In the app, use a custom From–To date range.Official source: Select the report period · Verified |
| Export or email | On web, download Excel or choose Email Me. In the app, Email Tax Report sends it to your registered email.Official source: Export or email · Verified |
Reconcile the report before using it
Check the financial year, date range and segments before exporting. Save relevant contract notes, ledger and charge statements alongside the tax report. Ask Dhan about missing purchase costs, transferred holdings, corporate actions or differences between a trading P&L and the tax-reporting record.
These instructions help you retrieve broker documents. They do not determine your final taxable income, select an ITR form or submit a return. Review the records with your tax adviser, including investments held through other accounts. KYB does not collect your PAN, credentials or statements.
Dhan Tax statements FAQ
Web: Profile → Journal by Dhan → Tax Saving → Tax Report. App: Profile → All Statements → Tax Report.
Web supports a date or financial year. In the app, use a custom From–To date range.
On web, download Excel or choose Email Me. In the app, Email Tax Report sends it to your registered email.