ITR Filing for Share Market Trading

Are you trading in stocks, futures & options (F&O), or mutual funds? Then filing your Income Tax Return correctly is not just a formality—it’s essential. As a seasoned Chartered Accountant based in Mumbai, CA Dhiraj Ostwal specializes in ITR filing for share market traders. With changing tax laws, reporting capital gains, speculative income, and carry-forward of losses needs professional handling.

Whether you're an intraday trader, long-term investor, or active in F&O, we offer tailored ITR filing services that ensure complete accuracy and compliance. We help you avoid scrutiny notices, minimize tax liability, and claim eligible deductions, including audit requirements if your turnover exceeds limits. With our digital-first approach, expert guidance, and deep understanding of trading taxation, we ensure your filings are stress-free and fully compliant with Income Tax and SEBI guidelines.

 

Eligibility:

• Individuals trading in shares, mutual funds, intraday, or F&O

• Resident Indian taxpayers with capital gains or business income from trading

• Turnover exceeding ?10 lakh (F&O) may require audit compliance

• Must have valid PAN and active trading account

Documents Required:

• PAN Card & Aadhaar Card

• Trading account statement (ledger + P&L)

• Contract notes from broker

• Bank statements for relevant period

• Form 16 (if salaried) or business income details

• Previous ITR (if applicable)

• Demat statements (if holding shares)

• Details of any capital gains, dividends, or losses

 

CA Dhiraj Ostwal, a leading Chartered Accountant in Mumbai, offers specialized ITR filing services for share market traders. Whether you're trading equities, derivatives, or mutual funds, we simplify tax filing, optimize savings, and ensure 100% compliance with regulatory norms—so you can trade with peace of mind.