A new consolidated tax report has been added in our tax report section on Keystone, which
contains profit and loss, turnover and charges details of all the segments in a single excel report. You can refer to the steps below to access it:
1) Log in to https://keystone.upstox.com/ using your Upstox User ID and Password.
2) Click on ‘Reports’ and select ‘Tax Report’.
3) Select ‘Year’ (eg: 2020-2021) and the required ‘Segment’ using the drop-down option.
4) Click on the ‘Go’ button and you can view your year wise tax report for the selected segment
5) For obtaining the consolidated tax report with more details, click on ‘Consolidated Tax Report’ & the entire tax report will get downloaded as a single excel file.