How do I download MTF Trades Tax Report?

To get your Profit and Loss statement on the app, follow these simple steps:


Step 1: Login to the Upstox app using your 6-digit Pin or Biometrics.


Step 2: Select 'My account' under 'Profile.'


Step 3: Select 'Reports.'


Step 4: In Reports, select ‘Profit and Loss Report.’


Step 5: Select ‘Realised’ and click on ‘Filters.’



Step 6: Select ‘Segment’ (eg: Equities) & ‘Date’ option.



Step 7: Click 'Is MTF' and select ‘Include MTF’ to download the MTF P/L report.



Step 8: Click on ‘Get Reports.'



Step 9: You will be able to check the MTF P/L report as shown below.



Step 10: You can download the report in Excel and PDF format.



Note: For reports from more than three financial years ago, choose the specific year from the date range, then tap '_Get Report'.


Please select the financial year and choose your preferred format: email or PDF.



Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.