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

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

If you sold shares, ETFs or mutual funds through Zerodha 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 Console (console.zerodha.com).

What is the Zerodha 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 Zerodha — step by step

  1. Log in to Zerodha Console

    Go to console.zerodha.com and sign in with your Kite credentials (or open Kite and tap your client ID → Console). Console is Zerodha’s reporting back-office — all tax reports live here, not in the Kite trading app.

  2. Open Reports → Tax P&L

    From the top menu, click Reports and choose Tax P&L. This single report covers intraday (speculative), short-term, long-term equity, F&O and mutual fund gains.

  3. Select the Financial Year and quarters

    Pick the financial year (e.g. FY 2025-26) and select Q1 to Q4 to cover the whole year, then click the arrow / → button to generate the report.

  4. Download the Excel report

    Click Download Tax P&L report for all segments. Zerodha gives you a single Excel workbook with separate sheets for Equity (intraday, short-term, long-term with buy/sell dates), F&O and Mutual Funds, plus charges.

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: A single .xlsx workbook — the “Equity” sheet has scrip-wise buy date, sell date, quantity, buy value, sell value and P&L, which is exactly what you need for schedule CG / 112A.

Got the statement? Classify your trades in seconds

The raw Excel from Zerodha 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 — Zerodha capital gain statement

Where is the Tax P&L report in Zerodha Kite?

It is not inside Kite. Tax reports are in Zerodha Console (console.zerodha.com) under Reports → Tax P&L. You can jump there from Kite by clicking your client ID and choosing Console.

Does Zerodha’s Tax P&L include grandfathering (31 Jan 2018 FMV)?

Yes. For eligible shares bought before 31 January 2018, Console’s long-term sheet includes the FMV/grandfathered values needed for Section 112A reporting.

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 Zerodha. 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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