IndiaUpstox

Upstox F&O tax: download your Tax P&L and get the ICAI turnover right

Upstox's segment-wise realised P&L export is the correct starting point. Here is how to download it, what to look for, and how Aktai Tax computes the ICAI absolute-sum turnover your ITR-3 needs.

How to export your Tax P&L from Upstox

Open the Upstox app or upstox.com and log in.

Go to Reports → P&L

Find the Reports section and open P&L or Tax P&L.

Select Tax P&L and the financial year

Choose the segment-wise realised P&L export for the full financial year (April to March).

Download the file

Download as CSV or Excel.

Upload to Aktai Tax

Go to Import in the Aktai Tax app and upload the file. Aktai recognises the Upstox format and computes your ICAI turnover.

What Aktai Tax computes from your Upstox file

Aktai parses the realised P&L per trade, applies the ICAI absolute-sum method (the same one your CA uses), segregates F&O and intraday equity, totals deductible charges, and checks audit applicability. You get a full PDF and Excel report you or your CA can use to file ITR-3. Compare brokers side by side on the supported brokers page.

Trade on more than one broker?

Upload Tax P&L files from each broker and Aktai combines them into one correct aggregated turnover. The Upstox turnover guide walks through how the numbers work. For a full combined picture, see multi-broker turnover.

Frequently asked questions

Which Upstox report should I use?

Use the Tax P&L or segment-wise realised P&L export for the full financial year. Do not use order books or contract notes. The realised P&L per settlement is the input for ICAI absolute-sum turnover.

Does Upstox include charges in the tax report?

Yes. The Upstox Tax P&L export includes brokerage, STT, exchange charges, SEBI turnover charges and GST per trade. Aktai Tax captures these as deductible expenses, reducing your taxable profit correctly.

I trade F&O and equity on Upstox. Do I need separate files?

Some Upstox exports are segmented by product type. Download all segments for the year and upload each file. Aktai dedupes by broker and FY, so re-uploading corrected files is safe.

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.