ITR-2 on WebNotes

How to download the capital gains statement on Zerodha

Tue, 12 May 2026 00:00:00 +0000

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.

How to file ITR-2 with Zerodha capital gains

Tue, 12 May 2026 00:00:00 +0000

ITR-2 is the income tax return form for resident individuals and Hindu Undivided Families (HUFs) who have capital gains from equity, debt, or other securities but do not carry on any business or profession. If your Zerodha account has only equity delivery trades and no F&O activity classified as business income, ITR-2 is typically the correct form. This guide walks through the end-to-end filing process for Assessment Year 2025-26 (Financial Year 2024-25) using the capital gains report downloaded from Zerodha Console.

ITR-2 (Income Tax Return)

Mon, 11 May 2026 00:00:00 +0000

ITR-2 is the Income Tax Return form prescribed by the Central Board of Direct Taxes (CBDT) for use by individuals and Hindu Undivided Families (HUFs) who have income from sources other than profits and gains from business or profession. It is the form most commonly used by salaried employees and pensioners who also have capital gains from the sale of equity shares, equity mutual funds, property, or other assets, but who do not carry on any business activity.

ITR-ready capital gains statement

Mon, 11 May 2026 00:00:00 +0000

Overview

The ITR-ready capital gains statement is a formatted report generated by Zerodha through Zerodha Console that translates the raw trade history into the structured data required to complete Schedule CG (Capital Gains) and the business income schedules of Indian Income Tax Return forms. It is built on the same FIFO computation engine as the Tax P&L statement but is specifically designed to match the schedule-level input fields in ITR-2 (for salaried and capital gains taxpayers) and ITR-3 (for taxpayers with business or professional income, including F&O traders).