What Zerodha tax P&L is
Zerodha Console → Reports → Tax P&L summarises trades for the financial year — equity, F&O, commodities segments may appear separately.
It is a starting point for Schedule CG and business schedules if you traded F&O.
Download steps
- Log in to console.zerodha.com
- Reports → Tax P&L → select financial year
- Download Excel/PDF
- Split equity delivery vs intraday vs F&O — tax treatment differs
Map to ITR
| P&L section | ITR area |
|---|---|
| Equity delivery gains/losses | Schedule CG |
| Intraday / F&O | Business income (ITR-3) often |
Misclassifying F&O as simple capital gains is a common error — see F&O turnover guide if you traded derivatives.
Reconcile with AIS
AIS shows sale consideration and sometimes TDS. Compare:
- Total sales per AIS vs broker P&L
- TDS credits → TDS schedule
Groww and other brokers
Same workflow — export tax report, map to schedules, verify AIS. Groww import is coming soon in LastMinute ITR; manual entry remains required today.
CTA
Capital gains push you to ITR-2 — confirm recommended ITR form before starting portal entry.