Before You Begin
- Your Groww account credentials (mobile / email + password / OTP)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to groww.in and log in to your account.
- Click on the Profile icon in the top-right corner of the page.
- Click on Reports, then navigate to the Tax section.
- Click on the respective asset class (Equity, Mutual Funds, US Stocks, etc.) for which your client had sell transactions between April 2025 and March 2026.
- Choose Financial Year: April 2025 – March 2026 and click Download.
Note: Repeat step 4–5 for each asset class (stocks, mutual funds, US ETFs) that had activity in FY 2025-26. Upload all downloaded files to FirstReports — it handles multiple files per client.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Groww 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.