Before You Begin
- Your Zerodha login credentials (client ID + password / TOTP)
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to console.zerodha.com and log in to your account.
- Click on the Reports section in the top navigation, then select Tax P&L.
- Under the Financial Year dropdown, select 2025–26.
- In the From field choose Q1 (April–June 2025) and in the To field choose Q4 (January–March 2026).
- Click the blue arrow (→) to generate the report.
- Once the report loads, click "Download Tax P&L report for all segments".
What's in the Report
The downloaded Excel file contains three sheets:
- Tradewise Exits: Every FIFO-matched buy–sell lot with entry date, exit date, holding period, FMV (for grandfathering), and taxable profit.
- Equity: Aggregate charges (brokerage, STT, SEBI fees, stamp duty, GST) and section-level summaries for Intraday, Short Term, and Long Term.
- Mutual Funds: Redemptions split by equity MF STCG / LTCG and debt MF.
This file is specifically designed for ITR filing — it applies FIFO and grandfathering automatically.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the Zerodha 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.