Generate P/L and dividend report in a ITR friendly manner

Feature Requests ✋
1

Hi it could be a very weird request but i think it will be really beneficial for many.
Can dhan provide ltcg/stcg/dividend in the form as we populate in ITR
e.g separate ltcg/stcg/dividend in the following time frame.
1 Apr to 15 Jun
16 Jun to 15 Sep

I hope your team understood this request.

4 Likes
2

Hi @sainiamit We would be sharing the Tax PNL which could be used for your tax filing purpose. It will have all the required details.

3 Likes
3

is this feature available now? I don’t see dividends in the reports.

1 Like
4

@jyotihugar The dividends are not a part of Tax Report for now. It will be included in the next release.

5

Dear @iamshrimohan , the tax pnl statements are faulty as highlighted multiple times in the past. Thats the very basic a trader can expect from @Dhan

1 Like
6

@Hiya We have revamped the tax reports by actively taking feedback from our user community and are picking up things one at a time. Incase you see any discrepancies in your report, do write to us at help@dhan.co we will be happy to assist you

7

@iamshrimohan , is dividends part of tax report now? when is the next release or updated information available. I need it for my ITR

1 Like
8

I will share my recent experience of using existing Dhan Tax Pnl statement and other resource provide like annual tax report pnl including AGTS etc.
I believe following key things are missing.

  1. Net profit is provided but it will be great if it can also be provided in the following form , this also help individual to calculate and pay their advance tax.
    Provide information of Gross Profit, Expenses and Net profit for the following period for the financial year.
    1st Apr to 15th Jun
    16th Jun to 15th Sep
    16th Sep to 15th Dec
    15th Dec to 15th Mar
    16th Mar to 31st Mar
    This will extremely ease the way tax filing is made.

  2. I expect PNL to also include some more terms and the corresponding data
    “Full value of consideration” , “Net sale consideration” separately for STCG and LTCG for a financial year.

I am happy to discuss over call with dhan team to provide more details.
These updates really make dhan different w.r.t other product in market as no body provide such simplicity.
Currently i am doing this using some scripts etc. but doing every year is a pain.

9

@sainiamit The PNL report can be fetched from any date to any date in the FY. Currently Tax PNL report can be fetched for open ended to and from but on our new reporting portal, this will be available quarter-wise in the FY. Also will get on a call with you in the next week to have a word on this with you, do share your UCC and preferred time for call.

10

@jyotihugar Dividend statement will be a part of Tax Report from FY 24-25 onwards.