Download Upstox tax statements
Find and export Upstox 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 |
|---|---|
| Find the consolidated report | Upstox icon → My account → Reports → Tax Report. The help page also describes Wallet → Reports → Tax report.Official source: Find the consolidated report · Verified |
| Choose the financial year | Choose the required financial year. The consolidated report combines profit/loss, turnover and charges across segments.Official source: Choose the financial year · Verified |
| Download or email | Download the single Excel report or send it to your registered email address.Official source: Download or email · Verified |
| PNL date basis | Upstox says its PNL calculation uses T+1 settlement dates. Reconcile year-end transactions against your filing records.Official source: PNL date basis · 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 Upstox 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.
Upstox Tax statements FAQ
Upstox icon → My account → Reports → Tax Report. The help page also describes Wallet → Reports → Tax report.
Choose the required financial year. The consolidated report combines profit/loss, turnover and charges across segments.
Download the single Excel report or send it to your registered email address.
Upstox says its PNL calculation uses T+1 settlement dates. Reconcile year-end transactions against your filing records.