Income Tax Return (ITR) - Upstox Help Center

Income Tax Return (ITR)

How do I access the consolidated tax report? (Mobile application)

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 versio...
Wed, 3 Jan, 2024 at 6:19 PM

How can I file reports required to file Income Tax Return (ITR)?

You can file your Income Tax Returns or ITR with the help of your trusted tax advisor or chartered accountant. You just need the consolidated tax report. I...
Wed, 22 Nov, 2023 at 6:49 PM

How do I access the consolidated tax report? (Web)

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 usin...
Tue, 12 Dec, 2023 at 11:26 AM

How to do tax filing via Upstox & Quicko integration ?

To assist traders in calculating their P&L for tax purposes, Upstox has partnered with Quicko, a paperless & hassle-free tax planning online platfor...
Fri, 5 Jan, 2024 at 9:56 AM

What is tax-loss harvesting?

Introduction If you hold stocks or mutual funds in your portfolio that have unrealized losses, you can set off these losses against realized profits, on wh...
Thu, 18 Jan, 2024 at 1:33 AM

How to access Tax loss harvesting report from Mobile application?

We have updated the app to give you a better experience. If you’re using the 4.0 version of the Upstox app, read this. If you’re using a 3.0 version of t...
Tue, 23 Jan, 2024 at 10:19 AM

How to access Tax loss harvesting from web portal?

To access the ‘Tax loss harvesting’ report from our web portal, follow these steps:  1. Login to account.upstox.com using your registered mobile number or ...
Wed, 17 Jan, 2024 at 12:02 PM