How to download the Tax P&L / Capital Gains statement on Allvest

Allvest provides a detailed Tax P&L (Capital Gains) report that helps you compute short-term and long-term capital gains accurately, in line with FIFO methodology.

Steps to download Tax P&L on Allvest

1. Log in to your Allvest account
   
   

2. Navigate to Reports
   
   

3. Select Tax P&L
   
   

4. Choose the Financial Year
   
   

5. Select the quarter range
   
   

6. View the segment-wise capital gains report
   
   

7. Scroll down and click Download Tax P&L report for all segments
   
   

The downloaded report can be used for:

• Filing Income Tax Returns
  
  

• Reconciling capital gains with AIS
  
  

• Sharing with your CA or tax consultant
  
  

Important points to remember

• AIS is an informational statement, not a tax computation document
  
  

• Always rely on contract notes and Tax P&L for final calculations
  
  

• Differences between AIS and broker reports are common and usually explainable
  
  

• Review AIS carefully before filing your ITR to avoid mismatches