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How to download the tax P&L or capital gains statement at Zerodha... Click on Reports. Click on Tax P&L. Select the Financial year. Select the quarter range and click on the arrow button. Segment wise capital gains report will be displayed.
Our transfer agent is Computershare.
Most issuers identify their transfer agent on their company website under the “Investor Relations” tab. You may need to contact the company directly to obtain the transfer agent's name and contact information.
A transfer agent's principal functions are to issue and cancel certificates to reflect changes in ownership of the securities of an entity and to act as an intermediary for the company. A registrar's function is to maintain the register of the issuer for each issue of securities.
How to Download the Consolidated Account Statement? There are multiple ways in which investors can generate and download their CAS. Let's look at how you can download the CAS from the CDSL website. Step 1: Visit the CDSL Website. Step 2: Click on Log In and select CAS/Declare Bonafide. Step 3: Enter your PAN number.
CAS is issued for those folios / accounts wherein a financial transaction has been made during a month and wherein unit holders are identical, identified by Income Tax Permanent Account (PAN). CAS is generated on a monthly basis in respect of the PANs common to the RTAs and the Depositories.
Seven steps: Preparing consolidated financial statements Step one: Understand the purpose and scope. Step two: Identify reporting entities. Step three: Gather financial information. Step four: Eliminate intra-group transactions. Step five: Adjust for unrealized gains or losses. Step six: Combine financial statements.