Zerodha Console on WebNotes

How to download Form 26AS-matching reports on Zerodha

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

Before filing an income tax return, every investor and trader should reconcile the trading data from Zerodha Console with the Annual Information Statement (AIS) and Form 26AS on the income tax portal. The AIS aggregates income data reported by all third-party filers (stock exchanges, depositories, companies, mutual funds), while Form 26AS records TDS and advance tax payments. Filing without reconciling these sources can trigger a notice under section 143(1) for mismatch. This guide covers the complete reconciliation procedure.

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 download the Tax P&L statement from Zerodha Console

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

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.

How to request a duplicate contract note from Zerodha

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

A contract note is a legally mandated document issued by a stock broker to its clients for every trade executed on a stock exchange. Under SEBI regulations, a contract note must be issued within 24 hours of trade execution. It is the primary legal evidence of a trade between the broker and the client, and it is a critical document for:

Capital gains tax computation (acquisition cost, sale proceeds, STT paid)
GST input credit (for business traders)
Responding to income tax department queries or notices
Dispute resolution with the broker or exchange

Zerodha issues contract notes digitally (by email to the registered email address and via Console download). This guide explains how to access historical contract notes if the original email was missed, the inbox was lost, or the contract note is needed for tax or legal purposes.

How to track G-Sec coupon receipts on Console

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

This guide explains how to track coupon payments from Government Securities (G-Secs), Sovereign Gold Bonds (SGBs), and T-Bill maturity proceeds when holding these instruments through Zerodha’s demat account. The single most common point of confusion for new G-Sec investors on Zerodha is that coupon payments do not appear in the Kite portfolio or the Zerodha trading ledger, they are credited directly by the Reserve Bank of India (RBI) to the investor’s primary bank account.

How to use the Quicko integration on Zerodha Console

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

Zerodha Console offers a built-in link to Quicko, a tax-filing platform that imports trading data directly from Zerodha and assists in preparing and filing ITR-2 or ITR-3. For investors and traders who find the manual method of downloading the capital gains CSV and entering data into the ITR utility tedious, the Quicko integration offers a faster alternative, particularly for returns with hundreds of scrip-level entries in Schedule 112A.

Family declaration on Console

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

Overview

The family declaration feature on Zerodha’s Console platform allows multiple Zerodha accounts belonging to members of the same family to be linked under a single declarant account. Once linked, the family members’ portfolios, profit and loss statements, and tax reports can be viewed in an aggregated format from the primary (declarant) account, while each member’s account remains legally and operationally independent.

The feature is designed for households where multiple family members – spouses, parents and children, siblings – each maintain individual Zerodha accounts but where the primary investor or financial planner in the family wants consolidated visibility over the household’s overall investment position without the administrative burden of logging into each account separately.

Zerodha Console

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

Zerodha Console is the back-office and portfolio-reporting portal operated by Zerodha, India’s largest stockbroker by active client count, and is accessible at console.zerodha.com. Console provides Zerodha clients with a consolidated view of their trading history, ledger statements, tax profit-and-loss reports, demat account statements, and account management functions. It serves as the administrative complement to Kite, which is Zerodha’s order-execution interface.

Console aggregates data across all segments in which a client trades, including NSE and BSE equities, equity futures and options, currency derivatives, commodity derivatives (MCX and NCDEX), and direct mutual fund units held through Zerodha Coin. The portal generates documents required for Indian income tax filing: the tradewise profit-and-loss report, the capital gains report covering both short-term and long-term gains, the F&O turnover statement for tax audit determination, and the full contract note archive going back to account opening.