
Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Navigate to the 'Mutual funds' section directly from the Home screen.

Step 3: Click on ‘Portfolio’ and scroll down to find ‘Your Portfolio’.

Step 4: Look for the ‘Tax Proof’ option and click on it.

Step 5: You can now easily download your tax report, including ELSS statements and Capital gains.

Step 6: Choose the financial year you need and download or email the reports in PDF or XLSX format.

Step 1: Log in using your 6-digit PIN or biometrics.
Step 2: Tap on the Upstox icon.
Step 3: Tap on your Profile name.
Step 4: Choose ‘Reports’ and navigate to Mutual Funds to access your ELSS and Capital Gains report. Here you can also download Trades and Holdings report.
Step 1: Log in to the Upstox web platform.
Step 2: Click on the profile icon located at the top right corner.
Step 3: Select the ‘Reports and Corporate Actions’ section.
Step 4: Click on ‘Mutual Funds’ to locate your ELSS and Capital Gains reports.
Step 5: Select the financial year and you can download or email the reports in PDF or XLSX format.
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