Before You Begin
- Your Paytm Money login credentials (mobile number + OTP / PIN)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions — Stocks
- Open the Paytm Money app or go to paytmmoney.com and log in.
- Tap on Profile (bottom-right icon on mobile, or top-right on web).
- Navigate to Statements & Reports → Capital Gains.
- Select the financial year FY 2025-26.
- Tap Download to receive the Capital Gains Statement in Excel or PDF format.
Step-by-Step Download Instructions — Mutual Funds
- Go to Profile → Statements on Paytm Money.
- Select Mutual Fund Capital Gains.
- Set the period to FY 2025-26 and click Download.
Note: Paytm Money provides separate capital gains reports for stocks and mutual funds. Download both if your client transacted in both asset classes on this platform.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Paytm Money 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.