IndiaAktai Tax

Import your tax P&L from any broker

Aktai Tax reads the realised Tax P&L statement from India's major brokers, and falls back to a generic column-mapper for everything else. Here is exactly which file to export from each one, so the import is correct the first time.

Brokers with a built-in parser

Zerodha

Supported

Console → Reports → Tax P&L → select FY → Download

The Tax P&L (not the tradebook) gives realised P/L per scrip, which is what the ICAI turnover needs.

Dhan

Supported

Reports → Tax / P&L statement → financial year → Export

Export the realised P&L statement for the full year.

Upstox

Supported

Reports → P&L → Tax P&L → download for the FY

Use the segment-wise realised P&L export.

Groww

Supported

Reports → Capital gains / P&L statement → FY → download

Include both the F&O and equity statements if you trade both.

Angel One

Supported

Reports → P&L / Tax report → financial year → export

Export the realised P&L for the year across segments.

Any other broker: the column-mapper

If your broker is not in the list, export any CSV or Excel of your realised trades and map the columns once, symbol, segment, side, quantity, price, trade date and charges. Aktai remembers the mapping, so the next year's file imports straight through. Trading on more than one broker? See how Aktai combines them on the multi-broker page.

What happens after import

Aktai parses the file, shows a preview of the parsed rows for you to confirm, auto-segments each trade (F&O, intraday, STCG, LTCG), and computes ICAI turnover and net P&L. From there you get the audit check, regime comparison and a tax-ready report. Start at the Aktai Tax hub.

Frequently asked questions

Which file do I export from my broker?

Always the realised Tax P&L statement for the financial year, not the order book or contract notes. The Tax P&L lists realised profit and loss per scrip or settlement, which is exactly what the ICAI absolute-sum turnover method needs. For Zerodha it is Console → Reports → Tax P&L.

My broker is not listed. Can I still use it?

Yes. If Aktai does not recognise your file format, it falls back to a generic column-mapper: you map your columns to symbol, segment, side, quantity, price, trade date and charges once, and Aktai remembers the mapping for next time. So any broker that can export a CSV or Excel works.

What if I re-upload a corrected statement?

Re-uploading replaces that broker data for that financial year rather than adding to it. Aktai dedupes by broker and FY using a file hash, so you can fix and re-import without double-counting trades.

Aktai Tax · for Indian F&O and equity traders

Know your trading tax position all year, not just in July.

Import your broker P&L, get ICAI-correct turnover across every broker, an honest audit-applicability check, an old-vs-new regime estimate, and advance-tax nudges. A clean, tax-ready report your CA can use. No bank linking, no e-filing access.

✦ ICAI absolute-sum turnover⚡ Advance-tax reminders🔒 No bank linking

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Estimates for your reference, verify with a qualified CA. For Indian traders.

Aktai Tax produces estimates and computations for your reference, not tax advice. It does not file returns and has no access to your bank or the income-tax portal. Verify every figure with a qualified Chartered Accountant.