How to download the MTF tax report? (Web version)

Margin Trading Facility is a way to buy Stocks with just 50% funds. And you can borrow the remaining funds from Upstox for a small charge of Rs. 20/day and brokerage charges of up to ₹20/order.

To download the MTF tax report via web portal, follow the below steps:

Step 1: Login to account.upstox.com using your registered mobile number or scan the QR code.

Step 2: Select 'Reports'.

Step 3: Select ‘Profit and Loss’

Step 4: Click on the ‘Realized’ tab

Step 5: Select - Segment, Financial year, and Date Range

Step 6: Click on ‘Include MTF’. This is an important step as only after selecting ‘Include MTF’, the required report will be generated.

Step 7: Click on ‘Get report’

Step 8: You will see the MTF profit and loss report for the selected period

Step 9: You can download the report in PDF and excel format

Related articles

Happy Trading,

Team Upstox.

Still stuck?