Easily download your CAMS Profit & Loss statement to track capital gains for ITR. Follow this step-by-step guide to access your report online.
Obtaining the Profit and Loss Statement from CAMS
Individuals who invest in various securities may realise profits when selling assets at a price higher than the purchase cost. These gains fall under the “Capital Gains Income” category for taxation purposes. CAMS (Computer Age Management Services) provides aggregated reports that allow investors to track profitability and asset performance through a consolidated profit and loss statement.
Investors can easily retrieve this statement from the CAMS platform to assist with accurate tax filing. The report details transactions across multiple asset classes, including mutual funds and stocks.
Steps to Download the CAMS P&L Statement
Follow the instructions below to generate and download your statement:
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Navigate to the official CAMS website.
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In the Period section, choose the appropriate Financial Year (FY) for your tax filing (e.g., Previous FY).
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Input your PAN and the email address registered with your investments.
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Under the ‘Delivery’ dropdown, select ‘Email an encrypted attachment’.
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From the ‘Mutual Funds’ dropdown, choose ‘All Mutual Funds’.
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Select ‘Excel’ as the preferred file format under ‘Statement Format’.
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Create a password in the ‘Password’ field and re-enter it to confirm.
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Click ‘Submit’. The encrypted P&L statement will be sent to your email address, where you can download and access it.
