{"id":1741,"date":"2022-10-19T13:05:20","date_gmt":"2022-10-19T07:35:20","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1741"},"modified":"2022-10-19T13:05:20","modified_gmt":"2022-10-19T07:35:20","slug":"how-to-download-tax-report-from-upstox","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/how-to-download-tax-report-from-upstox\/","title":{"rendered":"How to Download Tax Report from Upstox"},"content":{"rendered":"\n<p>To download your holdings report from Upstox, Please follow the steps below<\/p>\n\n\n\n<p><strong>Step 1:<\/strong>&nbsp;Login to Upstox using your credentials.<\/p>\n\n\n\n<p><strong>Step 2:<\/strong>&nbsp;Click on Reports.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UDashboard.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 3:<\/strong> Now Click on Holdings Report from the dropdown.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UHolding.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 4:<\/strong> Click on Go<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UGo.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 5:<\/strong> Click on CSV under Export to download your Holdings Report<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UExport.png\" alt=\"\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UCSV.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 6:<\/strong> Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To download your holdings report from Upstox, Please follow the steps below Step 1:&nbsp;Login to Upstox using your credentials. Step 2:&nbsp;Click on Reports. Step 3: Now Click on Holdings Report from the dropdown.&nbsp; Step 4: Click on Go Step 5: Click on CSV under Export to download your Holdings Report Step 6: Email this file&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/how-to-download-tax-report-from-upstox\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How to Download Tax Report from Upstox<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1741","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1741","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1741"}],"version-history":[{"count":0,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1741\/revisions"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1741"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1741"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}