How to Download Anand Rathi P&L Statement and Upload for ITR Filing Online: Step-by-Step Guide

Anand Rathi is one of India’s leading financial services organisations, established in 1994. The firm offers its customers a wide range of services, such as investment banking, wealth management, brokerage and distribution services in stocks, mutual funds, bonds and others. 

The vision of Anand Rathi Group is to be an example in the fin-tech market. As the leader in innovation, it wants to be the first choice when it comes to using financial services.

Being a financial service provider, Anand Rathi also allows you to check your profit and loss statement for the gains or losses you made from investments. However, the process to check or download the same can get confusing due to the various options available on the official website.

In this article, we have discussed the simple steps you can follow to check or download your profit and loss statement from Anand Rathi. If you wish to upload the capital gains report and seamlessly file your ITR, you can use the Cleartax platform. 

Anand Rathi Profit and Loss (P&L) Statement

The Profit and Loss (P&L) statement reflects your expenses and income from different capital assets for a specific financial year. This statement helps investors to understand their financial health and make investment decisions accordingly.

If you are an active investor in stocks, bonds or mutual funds, any profit you receive from selling the same comes under the head 'Capital Gains'. Such gains are classified as either short-term or long-term, based on the holding period of the investments.

Anand Rathi is a platform that can help you check your capital gains/losses report easily and also download the same for further use. The consolidated P&L statement will help you understand any tax liabilities or tax benefits you can attain from your capital gains. Thus, understanding how you can download the P&L statement is crucial. 

How to Check and Download P&L Statement from Anand Rathi? 

Instead of entering details of your P&L statement manually for ITR filing, you can use the Anand Rathi platform to quickly check and download the report:

Step 1: Visit the official website of Anand Rathi and enter your credentials to login into your Demat account.

Step 2: Click the 'Reports' option and choose 'Portfolio' from the drop-down menu.

Step 3: Select the ‘Gain/Loss’ tab from the portfolio page. Select the ‘Excel’ option to download your capital gain report.

How to Upload and File ITR for Anand Rathi Online?

After successfully downloading your P&L statement, you can use that to file your ITR by following the below step: 

Step 1: Sign up on the Cleartax portal and navigate to the ‘Income Sources’ section. Then, under ‘Capital Gain Income’, click ‘Add Details’.

Step 2: A list of brokers will appear on your screen. Here you have to click on the ‘Anand Rathi’ icon.

Step 3: Now, upload the Anand Rathi P&L statement by clicking on ‘Browse Files’. Cleartax will scan this document and import the necessary information.

Step 4: Cleartax will read and analyse the Anand Rathi P&L statement and fill up the ITR details automatically. 

Alternatively, you can upload the Anand Rathi P&L statement using the Cleartax template by following the below steps:

Step 1: Log in or sign up on the Cleartax portal and navigate to the ‘Income Sources’ section. Click on the ‘Add Details’ button under the ‘Capital Gain Income’ heading.

Step 2: Scroll down and click on the ‘Use Cleartax Template’ button under the ‘Don’t see your brokers above? Use Cleartax template’ heading.

Step 3: Download the template by clicking on the ‘Download Template’ button in the first step. Enter the details of your capital gain investments as instructed in the template and upload the template by clicking on the ‘Browse Files’ button. Cleartax will read your transactions and calculate your capital gains details within minutes. 

Investors can follow the above steps to easily download their profit and loss statements for their stocks and mutual fund investments on Anand Rathi. They can further upload them to Cleartax’s portal to instantly import their investment data for filing ITR. This process saves time and allows you to avoid any errors that may happen with manual entries. Further, Cleartax processes 1000s of transactions in seconds and calculates complex taxes in a minute. 

File your ITR now with Cleartax and take taxes off your mind.