How to download the MTF tax report? (Web version)

Margin Trading Facility is a way to buy Stocks with just 50% funds. And you can borrow the remaining funds from Upstox for a small charge of Rs. 20/day and brokerage charges of up to ₹20/order.

To download the MTF tax report via web portal, follow the below steps:

Step 1: Login to account.upstox.com using your registered mobile number or scan the QR code.

Step 2: Select 'Reports & Corporate Actions'

Step 3: Select ‘Profit and Loss’

Step 4: Click on the ‘Realised’ tab.

Step 5: Select Segment, and Date range.

Step 6: Click on ‘Include MTF’. This is an important step as only after selecting ‘Include MTF’, the required report will be generated.

Step 7: Click on ‘Get report’

Step 8: You will see the MTF profit and loss report for the selected period.

Step 9: You can download the report in PDF and excel format.

Note: For reports from more than three financial years ago, choose the specific year from the date range, then tap 'Get Report'.

Please select the financial year and choose your preferred format: email or PDF.

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