From the blog
Practical guides on equity capital gains, F&O taxation, mutual fund rules, and step-by-step broker P&L download instructions — updated for FY 2025-26.
Tax & ITR Guides
A step-by-step guide for Chartered Accountants on computing Short-Term and Long-Term Capital Gains from equity trades for ITR-2 filing in FY 2025-26 — including grandfathering, 12.5% LTCG above ₹1.25 lakh (Finance Act 2024), and Schedule CG.
Read articleA comprehensive guide on how Futures & Options trading income is taxed in India — business income vs capital gains, ITR-3 filing, turnover calculation, tax audit threshold, and loss set-off rules.
Read articleA detailed walkthrough of the Zerodha Tax P&L Excel report — sheets explained, column meanings, charges breakdown, grandfathering, and how to use it for ITR filing in FY 2025-26.
Read articleHow mutual fund capital gains are taxed in India for FY 2025-26 — equity MF vs debt MF rules, Finance Act 2024 rate revisions (12.5% LTCG, ₹1.25 lakh exemption), the Finance Act 2023 debt MF change, and how CAs should report them in ITR.
Read articleThe Income Tax Department has clarified that Section 87A rebate is not available on STCG (Section 111A) or LTCG (Section 112A). This guide explains the rule, the Budget 2025 changes, how it affects equity investors, and how CAs should handle it in ITR filing.
Read articleA practical, in-depth guide for CAs on how to set off and carry forward capital losses in India — STCL vs LTCL rules, the 8-year window, ITR filing deadline requirements, Schedule BFLA and CFL, and common errors that forfeit carry-forward rights.
Read articleA single-page reference for CAs: step-by-step instructions to download the capital gains / Tax P&L report from every major Indian broker and RTA for FY 2025-26 — Zerodha, Groww, Angel One, ICICI Direct, HDFC Securities, Kotak, Motilal Oswal, Upstox, Dhan, Fyers, CAMS, KFintech, and more.
Read articleA step-by-step guide for Chartered Accountants on building an accurate equity P&L consolidated statement across multiple broker platforms for FY 2025-26 ITR filing — covering STCG, LTCG, F&O income, and the fastest way to do it.
Read articleCapital gains tax rates changed in July 2024 and carry into FY 2025-26. Here is what CAs need to know about consolidating equity P&L across multiple brokers, applying the right tax rates, and avoiding the most common filing errors this assessment year.
Read articleHow to Download Your Broker Reports
Step-by-step guides for every major Indian broker — download the right file in under 2 minutes.