How to Download Kotak Securities P&L Statement and Upload for ITR Filing Online: Step-by-step Guide

Are you not sure about how to enter your capital gains information while filing ITR?  ClearTax provides a simple tool to those trading on the Kotak Securities platform to capture the capital gains details. Unlike other platforms, you can simply copy your trading information on the ClearTax excel utility and upload the same on ClearTax. It will automatically capture the data in the relevant fields and computes capital gains tax based on the details captured.  

Read the process below to learn how to use the ClearTax utility tool.  

Steps to Capture Share Trading Details Using ClearTax

Step 1: Go to the ClearTax platform, and login in using your credentials. If you are new here, create an account and link your PAN to get pre-filled details. 

Step 2: Log in and your ‘PAN Card Number’ and ‘Date of Birth’ to link your PAN. You can proceed with the OTP verification through ‘IT Department registered mobile number’ or ‘Aadhaar registered mobile number’.

Step 3: After successfully completing the OTP verification, start filling in your capital gains details. Just go to the ‘Income Sources’ and click to add capital gains details as shown on the screen.

Step 4: Now you will land on the import data page, where you can select ‘ Kotak Neo’ from the list of brokers listed in Cleartax Portal.

Step 5: You can import your Capital gains statement from Kotak Neo, and you can get your capital gains details in one place or you can also upload your P&L transactions. 

Step 6: If you have clicked on Login and Import, you will be led to the Kotak Securities Login Page. You can login to the page using your Mobile number and password. Enter the OTP received on your registered mobile number.

Step 7: Now Kotak Securities Report will be displayed on the screen, that is automatically filled. Now click on Continue

Step 8: Your total holdings in Kotak Securities, grouped into Long-term and Short-term securities will be shown. And click on Next

Step 9: Under Tax Summary, your total amount of income, tax liability etc will be displayed. Click on Finish Filing and proceed to e-verification.

Enter the OTP received to E-verify. 

Step 10: That how easy it is, just with few clicks and NEXTs your ITR is filed.

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