Income Tax Filing
for Traders

Investors can self e-file their ITR starting from INR 499/- and Intraday and F&O Traders can self e-file their ITR starting from INR 999/-.
CA assisted plans for starts from INR 1499/- for capital gains income and INR 4999/- for Intraday and F&O Trading.

Income Tax Return form a trader should file varies based on the Trading activity and if the trader has opted for presumptive taxation scheme or not.

• ITR 2 – Capital Gains from Sale of Equity shares and Mutual funds
• ITR 3 – Business income from Sale of Equity shares & Mutual funds Intraday, and F&O Trading
• ITR 4 – Trader has opted for presumptive taxations scheme

ITR form is to be selected while Income Tax Filing for Traders.

Documents required for income tax return filing for traders are:

• Tax P&L or the consolidated P&L statement
• Trading Statement
• Sales, Purchase and Expense Ledger
• PAN
• Aadhaar
• Form 26AS
• Bank Statement

Other documents for ITR filing with trading income may vary depending on the income situation.

Here are the steps for Income Tax Filing for Traders:

1. Log in to your brokerage
2. Import your Tax P&L
3. Add any other sources of Income
4. File your Income Tax Return

You can log in to your brokerage account and import Tax P&L on Income Tax Filing for Trader. If you have traded in multiple brokerage accounts you can repeat the same steps to import Tax P&L or upload your trades to prepare and file your ITR.