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How can I download a capital-gains statement?

Most brokers have a dedicated reports or statements section, usually accessible from the account or portfolio menu, where you can select ‘Capital Gains Statement’ or a similarly named report, choose the relevant financial year (or a custom date range), and download it, typically as a PDF or Excel file. This statement specifically covers realised gains and losses from equity delivery trades, categorised into short-term and long-term based on the holding period, which is exactly the format needed for filing capital gains under the relevant schedule in your income tax return. If you’ve traded across multiple brokers within the same financial year, you download the statement from each one separately, since no single broker’s report will capture your full-year capital gains picture if your activity was spread across platforms. You generate and download this well before tax filing season rather than waiting until the deadline, since it gives you time to reconcile the numbers and address any discrepancy while there’s still time to contact broker support if needed.

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