To check and download Profit and Loss reports from our web portal, login to account.upstox.com and follow these steps:
1.Login to account.upstox.com using your registered mobile number or scan the QR code.
2.Select ‘Reports’ to access Profit and Loss statements
3.Click on ‘Profit and Loss’ under ‘Reports’
4.Click on the ‘Tax’ tab and select the required financial year
5.You can either download or get the report directly on your registered email address
To download the report in PDF or Excel format, select the ‘Download’ option
Click on the email tab to receive the report on your registered email address