Before You Begin
- Your Sharekhan login credentials (User ID + password)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to sharekhan.com and log in to your trading account.
- From the top navigation, click on Reports.
- Select P&L Report (also called Tax P&L or Capital Gains Statement in some views).
- Set the date range to 01-Apr-2025 to 31-Mar-2026.
- Select the segment: choose All to cover equity delivery, intraday, and F&O in one report.
- Click Generate, then Export to Excel.
What's in the Report
The Sharekhan report covers:
- Equity delivery trades with FIFO-matching and holding period for STCG / LTCG classification
- Intraday equity (speculative income — must be reported under business income in ITR-3)
- F&O settlement P&L across futures and options
- Charges: brokerage, STT, exchange charges, GST, and stamp duty
Tip for CAs: Sharekhan has one of India's largest older client bases — many clients may have pre-2018 holdings subject to grandfathering. The report includes FMV columns for those lots; FirstReports applies grandfathering automatically.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Sharekhan 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.