ITR-Ready Reports

Tax-Ready P&L Reports for
Indian Traders

Generate capital gains statements, speculative income reports, and turnover calculations formatted exactly how your CA needs them — in one click.

Generate Tax Report Free

Report Types

Every Report You Need for ITR Filing

StoxMark categorizes your trades and generates the exact documents required under Indian tax law.

Capital Gains Report

Short-term and long-term capital gains calculated separately for equity delivery trades. FIFO method applied automatically. Includes acquisition cost, sale value, and gain/loss per scrip.

STCG @ 15% LTCG @ 10% FIFO-based

Speculative Income Report

Intraday equity trades classified as speculative business income per Section 43(5). Separate P&L for each scrip with total speculative profit/loss calculated for ITR-3.

Intraday P&L Section 43(5) ITR-3 ready

Turnover & Audit Report

F&O turnover calculated as absolute sum of profit and loss per trade. Includes turnover threshold check for tax audit applicability under Section 44AB. Covers Futures and Options separately.

F&O turnover Sec 44AB check Audit threshold

Tax Season Made Easy

How StoxMark Simplifies ITR Filing

Stop spending days organizing contract notes and broker statements. StoxMark does the heavy lifting so you and your CA can file accurately and on time.

  • Auto-Classification

    Trades are automatically categorized into capital gains, speculative income, and business income based on holding period and segment.

  • Financial Year Filtering

    Select any FY and get a clean report. No manual date filtering or Excel formula wrangling.

  • CA-Friendly Format

    Reports use the exact line items and format that chartered accountants expect for ITR-2 and ITR-3 filing.

  • STT & Charges Included

    All charges (STT, brokerage, GST, stamp duty) are pre-calculated and deducted. Your net P&L is accurate to the paisa.

Sample Tax Summary — FY 2025-26
Short-Term Capital Gains +₹1,24,500
Long-Term Capital Gains +₹48,200
Speculative Income (Intraday) −₹18,300
F&O Business Income +₹2,85,000
F&O Turnover ₹38,42,000
Tax Audit Required? No

Export Options

Download in Any Format

CSV

For Excel & Sheets

PDF

For your CA

Excel

Formatted workbook

Print

Paper-ready layout

Tax FAQ

F&O Taxation Questions Answered

Is F&O income treated as business income or capital gains?
F&O trading is classified as non-speculative business income under Indian tax law. You must file using ITR-3 (or ITR-4 if opting for presumptive taxation under 44AD) and report it under "Profits & Gains from Business or Profession."
How is turnover calculated for F&O trades?
For Futures, turnover is the absolute sum of profit/loss per trade. For Options, turnover is the absolute profit/loss plus the premium received on sell trades. StoxMark computes this automatically for each FY.
When is tax audit required for F&O traders?
Tax audit under Section 44AB is required if your F&O turnover exceeds ₹10 crore (if 95%+ transactions are digital) or ₹1 crore otherwise. If you declare profit below 6% of turnover and your total income exceeds the basic exemption limit, audit is also required.
Can I set off F&O losses against other income?
F&O losses (non-speculative business loss) can be set off against any income except salary. Unabsorbed losses can be carried forward for 8 years and set off against non-speculative business income.
What about STT — can I claim it as a deduction?
Yes. If your trading income is classified as business income, STT paid is allowed as a deduction under Section 36(1)(xvi). StoxMark includes STT in your expense calculations automatically.
Does StoxMark handle STCG and LTCG separately?
Yes. Equity delivery trades are split into STCG (held < 12 months, taxed at 15%) and LTCG (held > 12 months, taxed at 10% above ₹1 lakh). The FIFO method is used for cost basis.

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