Before You Begin
- Your Geojit login credentials
- Access to your registered email address
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to geojit.com and log in to your account.
- Click on Statements and navigate to the Capital Gains Statement section.
- Go to the Tax-Based Vas tab.
- Enter the relevant details (PAN, date range: 01-Apr-2025 to 31-Mar-2026) and click Submit.
- The report will be sent to your registered email as a ZIP file.
- Download the ZIP file from your email and extract it to get the Profit & Loss Statement (Excel).
Note: Geojit sends the file as an encrypted ZIP to your registered email. Make sure you have access to that email address before submitting.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Geojit export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.