Where can I find the reports required to file ITR?

You can file your Income Tax Returns or ITR with the help of your trusted tax advisor or chartered accountant. You need to provide your Profit and Loss statement and Account Statement in your Upstox account portal only to Upstox to get your IT returns filed.
Quick Tip: Your Ledger report can be considered as your Account Statement.
Where can I find my Profit and Loss Statement in Back Office?
To get the profit and loss statement in order to file your ITR, you can follow these steps from your Upstox Back Office:

  • Visit your Upstox Back Office portal.
  • Login to Back Office with your Upstox ID and password.
  • Go to “Bill” tab at the top.
  • Go to “Profit / Loss” option under Bill tab.
  • Select the corresponding Year and Segments for which you want the see the profit & loss statement.
  • Click on “Go” option.
  • You will now be able to see your profit and loss statement.
  • That’s it.

How do I check my account statement (ledger) in the back office?
The steps to check your ledger in the back office are as mentioned below :

  • Visit your Upstox Back Office portal.
  • Login in to Back Office with your Upstox ID and password.
  • Go to “Accounts” tab on the top.
  • Click on “Ledger” option under Accounts tab.
  • Select the corresponding “Year” for which you want the see the ledger reports.
  • Select the corresponding “Company”.
  • Click on “Go” option.
  • That’s it.

Need help? Feel free to contact us at +91-22-6130-9999 or chat with us on www.upstox.com