Hello traders and investors,
The revamped Tax Report is now available on Dhan! This version comprises 5 sheets: Equity, F&O, Currency, Commodities, and Tradewise Report (AGTS).
While we are continuously enhancing the report to provide more comprehensive data for easier tax filing, we have launched the first version. However, please note that the following aspects have not been incorporated into this version and will be addressed in subsequent releases:
a. Corporate Actions such as Bonus or Split shares are not accounted for. Hence, if you sell Bonus or Split shares, they will appear in Open Sell.
b. IPO shares, if sold, will be displayed in Open Sell section.
c. Shares transferred to Dhan and subsequently sold are listed in Open Sell section
d. Free holdings denote shares purchased but not sold.
e. Shares acquired via Physical Delivery are not shown in the Equity Tax Report. If sold, they will appear in Open Sell.
f. Some users may encounter expired contracts still shown as open for certain contracts on SENSEX. If you experience this issue, please reach out to us for resolution.
While we have taken every measure to address all aspects, if you encounter any discrepancies, please reach out to us via Customer Service, and we will gladly assist you!
We welcome your suggestions and feedback on the report in this thread.
– Shrimohan