Download Zerodha tax statements
Find and export Zerodha 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 Tax P&L | In Console, open Reports → Tax P&L. In Kite, open your user ID → Tax P&L.Official source: Find Tax P&L · Verified |
| Choose the reporting period | Select the financial year and quarter range, then use the arrow to generate the report.Official source: Choose the reporting period · Verified |
| Download the report | Choose Download after generation. The web instructions also show segment-wise capital gains.Official source: Download the report · Verified |
| Trades crossing financial years | Tradewise charges can differ from the summary when an entry occurs in the selected financial year but its exit does not. Reconcile before filing.Official source: Trades crossing financial years · 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 Zerodha 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.
Zerodha Tax statements FAQ
In Console, open Reports → Tax P&L. In Kite, open your user ID → Tax P&L.
Select the financial year and quarter range, then use the arrow to generate the report.
Choose Download after generation. The web instructions also show segment-wise capital gains.
Tradewise charges can differ from the summary when an entry occurs in the selected financial year but its exit does not. Reconcile before filing.