How do I view my Tax P&L Report in Sahi?

The Tax P&L Report in Sahi provides your trading/investing profits/losses, total turnover, and other charges and taxes paid in a single document. This can be relevant for income tax filing in India, making it easier to share with your CA or file your ITR yourself.

How to access the Tax P&L Report

  1. Go to Profile → Reports
  2. Tap Tax P&L under Tax
  3. Select the financial year
  4. Tap Email Statement to send it as an Excel file to your mail ID

How trading income is categorised for tax

Income type Applicable to
Short-Term Capital Gains (STCG) Delivery equity sold within 12 months of purchase
Long-Term Capital Gains (LTCG) Delivery equity held for more than 12 months
Speculative Business Income Intraday equity (MIS) trading profits
Non-Speculative Business Income F&O trading profits (Futures + Options)

Important: Tax laws change. The rates above reflect the post-Union Budget 2024 (effective from 23 July 2024) amendments. Always consult a Chartered Accountant for advice specific to your situation before filing your ITR.

Tip: Download your Tax P&L Report early in April after the financial year ends. Having it ready saves time when your CA prepares your tax return.