Blog›Taxation Time By TaxFetch› How to Download Capital Gain Statement (Tax P&L) from Kotak Securities
Taxation Time By TaxFetch - 98

How to Download Capital Gain Statement (Tax P&L) from Kotak Securities

Published: 3rd Jul, 2026 By TaxFetch India 🕑 6 min read

If you sold shares, ETFs or mutual funds through Kotak Securities during the year, you need your capital gain statement (also called the Tax P&L report) before you file your income tax return. It lists every sell transaction with buy date, sell date, cost and sale value — exactly what Schedule CG of the ITR asks for. Here is the complete, step-by-step process to download it from Kotak Neo / kotaksecurities.com.

What is the Kotak Securities capital gain (Tax P&L) statement?

It is the broker’s official year-wise summary of your realised profits and losses. It separates intraday trades (taxed as speculative business income), short-term capital gains (equity held ≤ 12 months, taxed under Section 111A) and long-term capital gains (equity held > 12 months, taxed under Section 112A), and usually includes F&O results and charges too. New to these terms? Read our full guide to Capital Gain Tax in India — LTCG & STCG explained.

How to download the capital gain statement from Kotak Securities — step by step

  1. Log in to Kotak Securities

    Sign in on kotaksecurities.com or the Kotak Neo app.

  2. Open Reports

    Go to Reports (in Neo: Profile → Reports & statements).

  3. Pick the Capital Gain / Tax P&L report

    Choose Capital gains statement (Tax P&L). Select the segment — equity, derivatives or mutual funds.

  4. Select FY and download

    Pick the financial year (e.g. FY 2025-26) and click Download — the statement is saved as Excel/PDF or sent to your registered email.

Step 2–3: open Reports and choose Capital gains, then select the financial year.

Step 4: click Download — your capital gain (Tax P&L) statement is saved as an Excel file.

📁 What the file looks like: Kotak’s capital-gain statement is scrip-wise with dates and STCG/LTCG buckets; if you migrated to Kotak Neo mid-year, make sure the report covers the entire FY.

Got the statement? Classify your trades in seconds

The raw Excel from Kotak Securities still needs to be split into intraday, STCG and LTCG totals — and errors here are the #1 reason for capital-gains mismatch notices. TaxFetch does the classification for you:

📊 Turn your broker statement into an ITR-ready summary — free to try

Upload your Tax P&L / capital gain statement to the TaxFetch Stock Trading Profit Classifier and it instantly classifies every trade into Intraday (speculative), Short-Term and Long-Term buckets, totals your STCG & LTCG, and gives you a clean PDF/Excel summary for your ITR.

Try the Stock Trading Profit Classifier →   Capital Gain Calculator →

Which ITR form do you need?

If you only have capital gains (delivery-based equity/MF), ITR-2 is your form. If you also traded intraday or F&O, that income is business income and you’ll need ITR-3. Long-term gains on listed equity up to ₹1.25 lakh a year are exempt; gains above that are taxed at 12.5%, while short-term equity gains are taxed at 20% (Section 111A, on transfers on/after 23 July 2024). All the rates, holding periods and set-off rules are covered in our complete LTCG & STCG guide.

FAQs — Kotak Securities capital gain statement

I shifted to Kotak Neo during the year — will the report cover old trades?

The statement is account-based, so trades from the same client ID are included. If you had a separate old account, download that account’s statement too.

Can I get the statement emailed?

Yes, most Kotak reports can be emailed to your registered email ID directly from the Reports section.

When should I download this statement?

Right after the financial year ends (April onwards) and before you file your ITR. For FY 2025-26 (AY 2026-27), the usual due date is 31 July 2026 for non-audit taxpayers — always confirm the current year’s deadline.

Is this statement enough to file my ITR?

It covers trades done with Kotak Securities. If you used other brokers or hold mutual funds elsewhere, download each broker’s statement (and CAMS/KFintech for MFs) — then reconcile the totals with your AIS/TIS on the income-tax portal.

Download guides for other brokers

Trade with more than one broker? Step-by-step download guides for every major Indian broker:

Disclaimer: This guide is for general information. Broker menus and labels change from time to time — the flow above reflects the commonly used path. Consult a tax professional for advice on your specific situation. Need help? Talk to a TaxFetch tax expert.

Link copied to clipboard!