How to Download Capital Gains Statement and Upload it on ClearTax platform for ITR Filing

A profit and loss statement or report is important for every individual and business to keep track of their investments. This consolidated report summarizes all investments, earnings and losses a person has made over a specific period. 

Furthermore, a P&L report is also necessary while filing ITR. Keeping this report handy will help you enter the data correctly. However, manually filing ITR can be quite time-consuming. You can easily upload this document to ClearTax’s portal while filing tax returns to save time. 

You can directly upload your HDFC securities P&L statement on ClearTax in just a few seconds and file your ITR within minutes.

How to Check and Download the Profit and Loss Statement in HDFC Securities?

Follow the steps below to check and download your profit and loss statement on HDFC Securities:

Step 1: Visit the HDFC Securities portal and sign in using your credentials.

Step 2: Locate ‘Portfolio’ from the toolbar and click the ‘Capital Gains’ option. 

Step 3: A new page will open; here, select the financial year as ‘2024-2025’, the period as ‘Annual’, the asset type as ‘Equity’, and ‘Detail’ and click on ‘Submit’.

Step 4:  A list will appear on your screen on a table. Click on the ‘Export Excel’ format icon on the top-right corner of the page to download the file.

How to upload the P&L statement from HDFC Securities and file ITR on Cleartax?

Follow these steps to upload your HDFC Securities P&L report on Cleartax and file your income tax returns:

Step 1: Sign up on the Cleartax portal and navigate to the ‘Income Sources’ section. Then, under ‘Gains from stocks, mutual funds, F&O and others’, click ‘Add Details’.

Step 2: You will see a list of brokers on the new page. Click on ‘HDFC Securities’ icon.

Step 3: Click ‘Browse Files’ to upload your P&L Statement that you downloaded from HDFC Securities. ClearTax will read and import the data, making filing ITR easy. 

Alternatively, you can upload the HDFC Securities 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 ‘Gains from stocks, mutual funds, F&O and others’ 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. 

Manually entering your investment details can be time-consuming and leave room for errors if you are not careful. This can result in inaccuracies in your tax filing, which can cause a lot of trouble. The above steps will allow you to easily download a P&L statement from HDFC Securities and file ITR easily by eliminating the long manual process. 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.