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

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

If you sold shares, ETFs or mutual funds through Upstox 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 Upstox web/app (account section).

What is the Upstox 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 Upstox — step by step

  1. Log in to Upstox

    Open the Upstox app or upstox.com and sign in. Tap your profile / account icon.

  2. Go to Reports / Statements

    Choose Reports (on some versions: Account → Reports & statements).

  3. Pick Tax P&L (Capital gains)

    Select Tax P&L — Upstox’s consolidated capital-gain report covering equity delivery, intraday, F&O and more.

  4. Select FY, segment and download

    Choose the financial year (e.g. FY 2025-26) and segment (or “all”), then click Download report. You’ll get an Excel file, and for some report types a copy on your registered email.

Step 2–3: open Reports and choose Tax P&L, 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: The Upstox Tax P&L Excel shows scrip-wise buy/sell dates and values with STCG/LTCG classification, plus separate sections for intraday (speculative) and F&O (non-speculative business income).

Got the statement? Classify your trades in seconds

The raw Excel from Upstox 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 — Upstox capital gain statement

Can I get the Upstox Tax P&L on email?

Yes — for most report requests Upstox also emails the statement to your registered email ID, useful when downloading from the mobile app.

Does the report include charges and taxes paid?

Yes, brokerage and statutory charges are listed, which helps compute net gains and claim expenses correctly for F&O income.

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 Upstox. 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.

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