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Where and How Can I View and Download My P&L Report for the Equity Segment for Tax Filing?

Post Date : April 7, 2022

You can refer to the “Portfolio” section under “Financial”  in your back office for tax filing purposes. Follow the steps mentioned below to download the P&L report:

Step 1 : Login to your RMoney Back Office with your credentials. Select Capital Mkt. 21-22(the current financial year).  Click on “Financial” and select “Portfolio”

Step 2 : In the “Report Type” section, you can select between “As on Date” and “Date Range”. Choose one and click on “Go”

Your P&L Statement will be visible in the given format.

** Please note for bonus shares date of allotment of bonus shares would be considered as the date of acquisition and the cost of acquisition would be NIL. In the case of split date of acquisition would be the same as the date of acquisition of original shares. A further cost of acquisition would be divided proportionately to the original and split shares.