How to download the capital gains statement on Zerodha
The capital gains statement available through Zerodha Console consolidates every equity delivery sale in a financial year, computes the holding period, and maps each gain or loss to the correct section of the Income Tax Act, 1961. The statement is the primary input for Schedule CG and Schedule 112A in ITR-2 or ITR-3. This guide walks through the download procedure, explains the key columns, and flags the Finance Act 2024 rate changes that apply from 23 July 2024.
Prerequisites
- An active Zerodha account with at least one executed and settled equity delivery trade in the financial year you are filing for.
- Access to the income tax e-filing portal at incometax.gov.in for cross-referencing.
- A spreadsheet application (LibreOffice Calc, Microsoft Excel, or Google Sheets) to open the CSV.
- If you held any equity or equity mutual funds purchased before 31 January 2018, be aware that the grandfathering rule under section 112A applies. Zerodha’s report computes the grandfathered cost basis automatically, but you should verify the figures.
Step-by-step procedure
Sign in to Zerodha Console
Navigate to console.zerodha.com. Enter your Zerodha client ID and password. Complete TOTP-based two-factor authentication.
Open Reports, then Tax P&L
Click Reports in the top navigation. Select Tax P&L from the sub-menu. The Tax P&L page loads, showing a summary segmented by asset class.
Select the financial year
Use the financial-year drop-down at the top of the Tax P&L page to select the year you need. The selector uses the Indian financial-year convention (1 April to 31 March). For Assessment Year 2025-26 (return due July 2025), select 2024-25.
Locate the equity delivery section
The Tax P&L page has several cards. Locate the Equity Delivery card. It displays:
- Total buy value, aggregate cost of all delivery purchases.
- Total sell value, aggregate sale consideration.
- Short-term realised P&L, gains and losses on holdings held 12 months or less.
- Long-term realised P&L, gains and losses on holdings held more than 12 months.
- STT paid, Securities Transaction Tax on delivery sell transactions.
Verify the total sell value against the figure appearing in your Annual Information Statement (AIS) on the e-filing portal. The AIS source for this figure is the exchange reporting under Rule 114E.
Click Download Capital Gains Report
Below the equity delivery summary, click Download Capital Gains Report (the label may read Download or Download detailed report depending on the Console version at the time of access). The download is a CSV file named with a format such as console_tax_pnl_capital_gains_FY2024-25_<ClientID>.csv.
Open the CSV and review the columns
Open the CSV in a spreadsheet application. The columns typically include:
| Column | Description |
|---|---|
| ISIN | Unique identifier for the security |
| Symbol | NSE/BSE ticker |
| Buy date | Trade date of the purchase |
| Sell date | Trade date of the sale |
| Quantity | Number of shares sold |
| Buy value | Total cost (quantity × average buy price) |
| Sell value | Total proceeds (quantity × sell price) |
| Realised gain / loss | Sell value minus buy value |
| Holding period (days) | Calendar days from buy to sell |
| Category | STCG or LTCG |
| Applicable section | 111A (STCG) or 112A (LTCG) for listed equity |
For the capital gains tax in India framework, the classification for listed equity shares and equity-oriented mutual funds is:
- Short-term capital gain (STCG): holding period of 12 months or less, taxed under section 111A at 20% (post-23 July 2024) or 15% (pre-23 July 2024 for FY 2024-25 trades).
- Long-term capital gain (LTCG): holding period exceeding 12 months, taxed under section 112A at 12.5% (post-23 July 2024) or 10% (pre-23 July 2024) on the amount exceeding Rs 1,25,000 per year. The threshold was Rs 1,00,000 before the Finance Act 2024 amendment.
Identify pre- and post-23 July 2024 transactions for FY 2024-25
The Finance Act 2024, with effect from 23 July 2024, revised the tax rates and the LTCG exemption threshold. For FY 2024-25, the same financial year has two rate regimes:
| Period | STCG rate (section 111A) | LTCG rate (section 112A) | LTCG exemption |
|---|---|---|---|
| 1 April 2024 to 22 July 2024 | 15% | 10% | Rs 1,00,000 |
| 23 July 2024 to 31 March 2025 | 20% | 12.5% | Rs 1,25,000 |
Zerodha’s Console report for FY 2024-25 is expected to reflect this split. The ITR utility for AY 2025-26 similarly provides separate fields for pre- and post-23 July transactions. Verify that the report makes this split before transferring figures.
Transfer figures to Schedule CG in the ITR
In the ITR-2 or ITR-3 filing utility:
- Navigate to Schedule CG.
- Enter the STCG amounts from the report in the relevant fields under section 111A.
- Enter the LTCG amounts under section 112A.
- Schedule 112A requires scrip-level disclosure for LTCG on listed equities. Use the individual rows from the CSV to fill in the ISIN, acquisition date, sale date, cost, FMV (for grandfathered pre-2018 holdings), and sale consideration for each security.
- The ITR utility computes the net LTCG and applies the Rs 1.25 lakh exemption automatically after you have entered all entries.
If you also have F&O income, intraday speculative income, or other capital gains from sources outside Zerodha, aggregate those figures before finalising Schedule CG.
What can go wrong
- Grandfathering FMV differs from Console’s figure. Zerodha uses the exchange-reported closing price on 31 January 2018 as the FMV. If the share was not traded on that date, the FMV is the highest price on the last trading date before 31 January 2018. Verify using the BSE or NSE historical data page. See LTCG grandfathering computation guide.
- Corporate actions not correctly applied. A bonus issue, stock split, or merger changes the cost of acquisition. Console reconciles many corporate actions automatically, but verify against the corporate action history available on the exchange website for each security.
- Coin mutual fund transactions absent. Mutual fund transactions on Zerodha’s Coin platform appear in the capital gains report only if they are settled within the same depository account. Direct-plan funds held in a statement-of-account (SOA) mode will not appear; obtain the capital gains statement from the Registrar and Transfer Agent (CAMS, KFintech) separately.
- Download produces an empty CSV. This can happen if the session has expired mid-page. Reload the Console page, re-select the financial year, and retry the download.
- AIS shows a higher sale consideration than the Console report. A frequent cause is that the AIS aggregates all PAN-linked transactions including those on platforms other than Zerodha. The Zerodha report covers only Zerodha trades.
Related guides
- How to download the Tax P&L statement from Zerodha Console
- How to file ITR-2 with Zerodha capital gains
- How to compute LTCG with grandfathering on Zerodha
- How to download Form 26AS-matching reports on Zerodha
- How to use the Quicko integration on Console
References
- Zerodha Console, Tax P&L and Capital Gains Report documentation, support.zerodha.com (accessed May 2026).
- Income Tax Act, 1961, section 111A (short-term capital gains on listed securities) and section 112A (long-term capital gains on listed securities), as amended by Finance Act 2024.
- Finance Act 2024, clause 2, effective 23 July 2024, revised rates and threshold for capital gains.
- CBDT Circular No. 7 of 2024, FAQ on Finance Act 2024 capital gains amendments.
- ITR-2, webnotes encyclopedic reference on the form.
- Capital gains tax in India, webnotes encyclopedic reference.
- Grandfathering rule for LTCG, webnotes encyclopedic reference.
- Annual Information Statement (AIS), webnotes encyclopedic reference.
- Zerodha ITR capital gains statement, webnotes reference.