Capital Gains
- How to use the Quicko integration on Zerodha Console
Step-by-step guide to connecting Zerodha Console to Quicko, importing trading data automatically, reviewing capital gains and F&O income, and filing ITR-2 or ITR-3 through the Quicko platform.
- How to file ITR-2 with Zerodha capital gains
Step-by-step guide to filing ITR-2 for AY 2025-26 using the capital gains statement downloaded from Zerodha Console, covering Schedule CG, Schedule 112A, and Finance Act 2024 rate changes.
- How to download the Tax P&L statement from Zerodha Console
Step-by-step guide to downloading the Tax Profit and Loss statement from Zerodha Console for a financial year, including scrip-level breakdowns for ITR filing.
- How to download the capital gains statement on Zerodha
Step-by-step guide to downloading the structured capital gains statement from Zerodha Console for equity delivery trades, including Finance Act 2024 rate changes.
- How to download Form 26AS-matching reports on Zerodha
Step-by-step guide to downloading the Zerodha Tax P&L and capital gains statement, cross-matching them with Form 26AS and AIS on the income tax portal, and reconciling discrepancies before filing ITR.
- How to do tax-loss harvesting on Zerodha at year-end
Step-by-step guide to identifying unrealised losses in Zerodha holdings, executing tax-loss harvesting trades before 31 March, and reporting harvested losses in ITR-2 or ITR-3 to reduce capital gains tax liability.
- Tax treatment of listing-day gains
Tax treatment of listing-day gains on IPO shares sold on the day of stock exchange listing, including STCG classification, STT implications, and worked.
- ITR-2 (Income Tax Return)
ITR-2 is the Indian income tax return form for resident individuals and HUFs with capital gains but no business or professional income, including equity.
- Grandfathering rule for LTCG
The grandfathering rule for LTCG allows equity investors to use the 31 January 2018 fair market value as the deemed cost of acquisition, reducing taxable.
- Console Tradebook
The Console Tradebook is Zerodha's downloadable record of every executed trade, showing scrip, quantity, price, exchange, and segment for any date range.
- Console Tax P&L statement
The Console Tax P&L statement is Zerodha's pre-computed profit and loss report with FIFO cost basis applied, designed for direct use in income tax filing.