We have updated the app to give you better experience.
- If you’re using the updated version of the Upstox app, read this.
- If you’re using an older version of the Upstox app, read this.
A new consolidated tax report has been added in our tax report section on Mob App, which contains profit and loss, turnover and charges details of all the segments in a single excel report which works on T+1 settlement date basis.
Click here to explore the updated app.
If you’re using the updated version of the Upstox app, read this.
To get your consolidated tax report via the mobile app, follow the steps:
1.Once you log in to your Mob app, click on the Profile tab under 'Account.'
2.Click on ‘My account.'
3.Select reports under 'My account.'
4.Click on Profit and Loss report.
5.Select the 'Tax' tab and click on the required financial year. You can download the report or get it on registered email by selecting the Download and email options.
If you’re using an older version of the Upstox app, read this.
You can refer to these steps to access it:
1.Log in with your registered Mobile no and 6-digit Pin or biometrics .
2.Click ‘Profile icon’ and select ‘Report & Corp Actions’.
3.Click on Reports and Select 'Profit and Loss.'
4.Select ‘Tax' under Profit and Loss.
5.Select the year.
6.Click on 'Download report' option to download the report and to receive the report on the email, click the 'Email tab.