How to download the Tax P&L statement from Zerodha Console
The Tax P&L statement on Zerodha Console is Zerodha’s primary tax-reporting output. It aggregates all trades executed through the Zerodha platform in a given financial year and classifies them by asset class, holding period, and applicable section of the Income Tax Act, 1961. The report is designed as a starting point for populating Schedule CG (capital gains) and the business-income schedule in your ITR-2 or ITR-3.
Prerequisites
Before following this procedure, confirm the following:
- You have an active Zerodha trading and demat account.
- The financial year you want to download has at least one executed trade; Console does not generate a Tax P&L file for a year with zero activity.
- Your browser is not blocking popups or downloads from console.zerodha.com.
- If you are filing for AY 2025-26 (FY 2024-25), note that the Finance Act 2024 amendments to capital gains taxation take effect from 23 July 2024. Trades settled on or before 22 July 2024 attract the pre-amendment rates; Zerodha’s report splits figures at that boundary automatically for the relevant year.
Step-by-step procedure
Sign in to Zerodha Console
Navigate to console.zerodha.com and sign in with your Zerodha client ID and password. Complete two-factor authentication using your authenticator app TOTP. The Console dashboard displays portfolio, funds, and reports tiles.
Navigate to Reports, then Tax P&L
Click Reports in the top navigation bar. In the drop-down or side navigation, select Tax P&L. The Tax P&L landing page loads. If you see a blank page or a spinner that does not resolve, clear the browser cache and reload; Console relies on a session token that occasionally needs refreshing.
Select the financial year
At the top of the Tax P&L page there is a financial-year selector. Use it to select the year relevant to your filing. The convention on Console matches the Indian financial year (1 April to 31 March), so:
- FY 2024-25 corresponds to Assessment Year 2025-26 (return due 31 July 2025 for non-audit cases).
- FY 2023-24 corresponds to AY 2024-25.
After selection the page reloads and displays a segmented summary.
Review the summary sections
The on-screen summary is divided into segments. The segments most relevant for ITR filing are:
| Segment | ITR relevance |
|---|---|
| Equity delivery | Schedule CG: STCG under section 111A; LTCG under section 112A |
| Equity intraday | Business income: speculative profit or loss |
| Futures and Options | Business income: non-speculative profit or loss |
| Commodity delivery and intraday | Schedule CG or business income depending on holding and intent |
| Dividends | Schedule OS (other sources) |
Review each card for gross turnover, total P&L, STT paid, and transaction count. Verify that the transaction count is broadly consistent with the number of trades you recall placing.
Download the scrip-level Tax P&L
Each segment has a Download button (or a link labelled Download detailed P&L). Click it for the segment you need. The downloaded CSV contains one row per closed trade with the following columns: trade date, symbol, exchange, quantity, average buy price, average sell price, buy value, sell value, realised P&L, STT paid, and the holding period in days. This file is useful for computing F&O turnover for audit purposes and for cross-referencing individual transactions.
Download the capital gains statement
On the same Tax P&L page, look for a button labelled Download Capital Gains Report or a similar label near the equity delivery section. This generates a CSV pre-sorted into short-term (less than 12 months for listed equities) and long-term (12 months or more) segments with the applicable tax section noted. For FY 2024-25 the report reflects the Finance Act 2024 amendments: STCG on listed equities under section 111A taxed at 20%, LTCG under section 112A taxed at 12.5% with the Rs 1.25 lakh annual exemption threshold.
If you held equity mutual funds, the capital gains report includes fund-level transactions as well, provided the fund orders were placed through Zerodha’s coin platform and are reflected in the same client ID.
Cross-verify with Form 26AS or AIS
Log in to the income tax e-filing portal at incometax.gov.in and navigate to e-File → Income Tax Returns → View AIS (or My Account → View Form 26AS for the legacy view). Under the Annual Information Statement (AIS), look for the Securities Transaction or Capital Gains information category. The aggregate sale consideration reported there should match the total sale value on your Zerodha Tax P&L. A mismatch of more than a few rupees (rounding differences are normal) may indicate a trade settled in a different broker leg or a corporate action not yet reflected.
What can go wrong
- Tax P&L shows zero activity for the selected year. Confirm the financial year selector matches the year you traded. If trades were executed in a joint or subsidiary account, that account’s client ID must be used separately.
- Download button produces an empty or corrupt file. This occasionally occurs when Console is generating the report in the background. Wait five to ten minutes and retry. If the issue persists, raise a ticket via support.zerodha.com.
- Figures differ from AIS/Form 26AS. The most common cause is a corporate action (bonus, split, merger) that changes the cost of acquisition in a way Console has not yet reconciled. Consult a CA to manually compute the correct cost basis under the applicable provisions.
- Grandfathering adjustment is missing for pre-2018 holdings. If you held equity or equity mutual funds before 31 January 2018, the fair market value (FMV) grandfathering under section 112A proviso applies. Zerodha’s report does apply grandfathering for eligible holdings but always verify the FMV figures against exchange data. See the LTCG grandfathering guide for the manual calculation.
- Commodity segment is missing. MCX and NCDEX trades appear in the Tax P&L only if they are linked to the same client ID and the commodity segment was active. If you use a separate commodity account through a different broker, that broker’s statement must be obtained separately.
Related guides
- How to download the capital gains statement on Zerodha
- How to file ITR-2 with Zerodha capital gains
- How to file ITR-3 with Zerodha F&O turnover
- 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 documentation, support.zerodha.com (accessed May 2026).
- Income Tax Act, 1961, sections 111A and 112A, as amended by the Finance Act 2024.
- Finance Act 2024, clause 2, amending the rates of tax on capital gains with effect from 23 July 2024.
- CBDT Circular No. 7 of 2024, FAQ on revised capital gains provisions.
- Annual Information Statement (AIS) user manual, incometax.gov.in (accessed May 2026).
- Console Tax P&L statement, webnotes encyclopedic reference.
- Securities Transaction Tax, webnotes encyclopedic reference.