Profit and loss statment for income tax filing

[Dhan999]

Where to get , profit and loss statment for income tax filing

[Poornima]

Hi @Dhan999 welcome to Dhan community!

You can download P&L statement from below path :

Login to App > Select Profile on top left > All Statements > Profit and Loss > Custom Period.

Login to Web > Select Profile on top right > Statements & Reports > Profit and Loss > Custom Period.

[smitnk]

Hi,

the profit and loss statement is a trade book and does not reflect how much profit/loss was made against a specific position. Need similar to what Zerodha provides.

[Poornima]

Hi @smitnk noted your suggestion on this, thank you!

[prasadbiz]

when can we expect the updated profit and loss statement? i think it should also show overall profit/loss during the selected period.

[Vignesh_N]

I can not find All Statements

[iamshrimohan]

@Vignesh_N Check out the beta version of Journal @ Dhan. On the Profile section you can find it.

[VAggarwal]

@iamshrimohan @Poornima @PravinJ @Sameet
I am getting upload error when trying to import any report from Journal (e.g. tax P&L etc) into cleartax for ITR filing online…PLEASE HELP RESOLVE ON URGENT BASIS

[pavz]

Go through this thread

Take Taxes off your mind. File your ITR with Cleartax!

Calculating capital gains on stock sales is a significant and time-consuming task. Additionally, filling out transaction-specific details in the ITR form can be quite time-consuming and confusing at the same time. ClearTax is delighted to announce its collaboration with Dhan. [Cleartax - twitter (2)] DHAN customers will now have the convenience of importing multiple capital gains transactions from stocks and mutual funds with just a single click, enabling them to complete complex ITR filing o…

Guess better check something else… cleartax wants to promote but integration itself has tons of issues

[Hardik]

Hey @VAggarwal

Are you trying to connect your Dhan account on the Cleartax portal and then trying to fetch data or you are just uploading report?

Would recommend the first one, as we can look into it in case of any issues from our end as well.

[VAggarwal]

Appreciate your response @Hardik and Yes this error flashes when trying to login to Dhan account when I am drafting ITR from @cleartax website whereas the data should get fetched automatically.

@Dhan team has been responsive for which I like you guys…As a result, I am now in touch with cleartax people who are working to resolve this problem…Hoping to see it settled by this Monday

For now: I expect its already on your radar BUT if not, then take it up on priority basis to IDENTIFY WHY this import issue occurs, ANALYZE and INITIATE SUITABLE INTERVENTIVE ACTIONS to prevent them from occurring/recurring for dhan users

Also feel free to specify WHAT MORE DETAILS/further support/immediate action, if any, you require from me to solve this

@Srivatsan_Chari @PravinJ @iamshrimohan @RahulDeshpande @Naman

[Hardik]

Hey @VAggarwal

Noted. DMing you details to get this resolved immediately and ensure this doesn’t happen again.