Do you want to get your Capital Gain Statement from Angel One? It's a crucial document for tax filing and understanding your investment performance. Don't worry, the process is quite straightforward! Let's dive in.
How to Get Your Capital Gain Statement from Angel One: A Step-by-Step Guide
Getting your Capital Gain Statement from Angel One is essential for calculating your tax liabilities on profits from selling shares or mutual funds. This guide will walk you through the process for both the Angel One app and their web platform.
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| How To Get Capital Gain Statement From Angel One |
Step 1: Log In to Your Angel One Account
The very first thing you need to do is access your Angel One account. You can do this either through the Angel One mobile application on your smartphone or by visiting their official website on your desktop/laptop.
- On the Angel One App: Open the Angel One application on your mobile device. Enter your User ID and MPIN/Password to log in.
- On the Angel One Website: Go to the official Angel One website (angelone.in) and click on the "Login" button, usually found in the top right corner. Enter your User ID and password/OTP.
Step 2: Navigate to the Reports/Statements Section
Once you've successfully logged in, you need to find the section where all your financial reports and statements are housed. The exact wording might vary slightly, but it's typically intuitive.
- On the Angel One App: Look for the "Account" section or a similar tab, usually located at the bottom or side navigation bar. Within the "Account" section, you'll generally find "Reports," "Statements," or "P&L Statements."
- On the Angel One Website: After logging in, you'll usually land on your dashboard. Look for options like "Reports," "Portfolio," or "My Account." Within these, you should find a clear link to "Profit & Loss (P&L) Statements" or "Capital Gain Statement."
Step 3: Locate the Capital Gain Statement/Tax P&L
Angel One typically provides a dedicated section for tax-related reports, which includes your capital gains.
QuickTip: Repeat difficult lines until they’re clear.
- On both App and Web: Within the "Reports" or "P&L Statements" section, look for an option specifically labeled "Capital Gain Statement" or, more commonly, "Tax P&L." This is the report that will detail your short-term and long-term capital gains and losses.
Step 4: Select the Financial Year
A critical step is to choose the correct financial year for which you need the capital gain statement. Tax filing is always done for a specific financial year.
- On both App and Web: You will be presented with a dropdown menu or similar selection tool to choose the financial year. Carefully select the relevant financial year (e.g., if you're filing taxes for the period April 1, 2024, to March 31, 2025, you'd select "FY 2024-25" or "Assessment Year 2025-26," depending on how Angel One labels it).
Step 5: Generate and Download the Statement
After selecting the financial year, you'll have the option to generate or download the statement.
- On the Angel One App: Once the financial year is selected, you might see a "Download" button or an option to "Email" the report to your registered email address. If you choose to email, check your inbox (and spam folder!) for the statement.
- On the Angel One Website: After selecting the financial year and potentially the segment (Equity, F&O, etc., or "All" for a combined report), click on "Go" to view the report. Then, look for download icons, typically for PDF or Excel format. For tax filing, PDF is often preferred, but Excel can be useful for detailed analysis.
Sub-heading: Understanding the Different Sections of Your Capital Gain Statement
Your Capital Gain Statement from Angel One will typically segregate your gains and losses into different categories, which are crucial for accurate tax computation:
- Short-Term Capital Gains (STCG): Profits from assets held for less than 12 months (for listed equity shares and equity-oriented mutual funds) or less than 24/36 months for other assets, depending on the asset class and specific rules. These are generally taxed at a different rate.
- Long-Term Capital Gains (LTCG): Profits from assets held for more than 12 months (for listed equity shares and equity-oriented mutual funds) or more than 24/36 months for other assets. These often have different tax implications, with certain exemptions.
- Intraday Trading Profits/Losses: Gains or losses from trades squared off within the same trading day are treated as business income/loss, not capital gains.
- Futures & Options (F&O) Profits/Losses: These are also typically treated as business income/loss.
- Transaction Details: The statement will list individual buy and sell transactions, including dates, quantities, buy price, sell price, and the resulting gain or loss.
- Total Charges: This section will detail all the charges incurred, such as brokerage, STT/CTT, GST, and other transaction-related fees, which are important for calculating your net profit or loss.
Step 6: Verify and Save Your Statement
Once downloaded, it's a good practice to open the statement and quickly verify that the information looks correct and that it covers the entire financial year you intended.
QuickTip: Keep a notepad handy.
- Save it securely: Save the downloaded PDF or Excel file in a safe and easily accessible location on your computer or cloud storage. Consider renaming the file clearly (e.g., "AngelOne_CapitalGain_FY2024-25.pdf") for future reference.
- Cross-check (Optional but Recommended): If you maintain your own records, you can cross-check a few major transactions to ensure consistency.
10 Related FAQ Questions
Here are 10 frequently asked questions about getting your capital gain statement from Angel One, with quick answers:
How to get capital gain statement from Angel One for previous years?
You can typically access capital gain statements for the past two to three financial years directly from the Angel One app or web platform by selecting the desired financial year in the "Tax P&L" section. For older statements, you might need to contact Angel One customer support.
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How to get a consolidated capital gain statement covering all segments from Angel One?
When downloading the "Tax P&L" report, Angel One usually provides an option to select "All" segments or a "Consolidated" report, which will combine your equity, F&O, and other relevant trading data.
How to find out if my capital gains are short-term or long-term on Angel One's statement?
The Angel One Capital Gain Statement (Tax P&L) will explicitly categorize your gains and losses as "Short Term" or "Long Term" based on the holding period as per income tax regulations.
QuickTip: Don’t just scroll — process what you see.
How to interpret the "Total Charges" section in the Angel One capital gain statement?
The "Total Charges" section lists all the expenses incurred during your trades (brokerage, STT/CTT, GST, transaction charges). These charges are important as they are deductible from your gross capital gains to arrive at the net taxable capital gain.
How to get my capital gain statement if I don't have internet access?
While online download is the primary method, you can contact Angel One customer care to inquire about alternative methods, such as receiving the statement via postal mail (though this may take longer).
How to contact Angel One customer support for capital gain statement issues?
You can contact Angel One customer support through their toll-free number (usually 1800-1020-009 or similar), email (support@angelone.in), or by creating a support ticket within the app or on their website.
How to get a capital gain statement for mutual funds from Angel One?
If your mutual fund investments are through Angel One, the capital gain statement for mutual funds will typically be included in your consolidated "Tax P&L" report. Otherwise, you might need to get it from the respective Mutual Fund AMC or RTA (Registrar and Transfer Agent).
Tip: Scroll slowly when the content gets detailed.
How to use the Angel One capital gain statement for ITR filing?
The Angel One capital gain statement provides the necessary figures for reporting short-term and long-term capital gains/losses in your Income Tax Return (ITR) forms (typically ITR-2 or ITR-3, depending on your income sources). You will need to manually enter these figures or use services that allow direct import from Angel One.
How to verify the accuracy of my capital gain statement from Angel One?
You can cross-verify the entries in your capital gain statement with your individual trade confirmations (contract notes) and ledger statements available on Angel One, especially for larger transactions.
How to get a password-protected capital gain statement from Angel One?
Most financial statements, including capital gain statements, downloaded from Angel One are usually password-protected. The password is typically your PAN number (in uppercase) or a combination of your client ID and date of birth. The exact password format is usually mentioned by Angel One when you download the statement.
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