How do I access the consolidated tax report? (Web version)

To check and download Profit and Loss reports from our web portal, login to account.upstox.com and follow these steps:


Step 1: Log in to account.upstox.com using your registered mobile number or scan the QR code.



Step 2: Select ‘Reports’ to access Profit and Loss statements.


Step 3: Click on ‘Tax’ under ‘Reports'.


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Step 4: Select the required financial year.



Step 5: You can either download or get the report directly on your registered email address.


To download the report in PDF or Excel format, select the ‘Download report’ option.



Click ‘Email report’ to receive the report on your registered email address.



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