To see your total dividend income for the year, log in to Zerodha Console on a web browser. Go to Reports > Downloads, and select ‘Dividend Statement’. Choose the financial year (like 2024-25), and download the PDF. This statement will show you a list of all dividends you received, company-wise, with the total amount for the year. This is perfect for tax filing and tracking your income.
Table of Contents
Getting dividends from your shares is exciting! But sometimes, you want to see the total dividend income you earned in a whole year, not just for one company. This is especially useful for filing your taxes (ITR).
This guide will show you the easiest way to download a complete dividend statement from Zerodha
Step-by-Step Guide: How to Download Dividend Statement from Zerodha Console
Follow these simple steps to get your complete dividend report. This is best done on a computer or laptop.
Video Guide: You can watch the steps in action in the video below.
Easy Steps to Check Dividend in Zerodha:
- Log in to Zerodha Console
- Open a web browser and go to console.zerodha.com.
- Log in with your client ID and password.
- Go to the ‘Reports’ Section
- On the left-hand side menu, click on “Reports.”
- From the dropdown, select “Downloads.”
- Select ‘Dividend Statement’
- You will see a list of different statements you can download (like Contract Note, P&L Statement).
- Look for and click on “Dividend Statement.”
- Choose the Financial Year
- A small window will pop up.
- Select the Financial Year for which you need the statement.
- For example, for the financial year April 2023 to March 2024, you would select “2023-24”.
- Click “Download.”
- Open and Understand Your Statement
- A PDF file will be downloaded. Open it to see your complete dividend history for that year.
Why Do You Need a Dividend Statement?
A dividend statement is a single report that lists every dividend payment you have received from all your stocks during a specific period (like a financial year).
You need it for:
- Filing Income Tax Return (ITR): It helps you declare your “Income from Other Sources” accurately.
- Tracking Performance: To see how much passive income your portfolio is generating.
- Record Keeping: To have official proof of your dividend earnings.
How to Read Your Dividend Statement
The statement is very simple to understand. Here’s what each column means:
- Company Name: The name of the company that paid the dividend.
- ISIN: A unique code for the share. You can ignore this.
- Date: The date when the dividend was credited to your account.
- Quantity: The number of shares you held on the record date.
- Net Dividend Amount: The total dividend money you received for that company.
To find your TOTAL dividend income for the year, simply add up all the amounts in the “Net Dividend Amount” column. This is the final number you need for your tax filing.
Other Ways to Check Dividends in Zerodha
While the Dividend Statement is best for the yearly total, you can also check dividends for individual stocks:
- In Console (Single Stock): Go to Portfolio > Holdings and click on a stock’s name. Scroll down to the “Corporate Actions” section to see its dividend history.
- In Kite App: Go to Portfolio > Holdings and tap on a stock. Scroll down to see dividend details under “Corporate Actions.”
FAQ
Q1: Is this dividend statement enough for ITR filing?
Yes, this official statement from Zerodha is a valid document for declaring your dividend income while filing your Income Tax Return (ITR).
Q2: I didn’t get any dividend this year. Will the statement be blank?
Yes, if you did not receive any dividends in the selected financial year, the statement will be empty or show no records.
Q3: Can I get this statement on the Kite app?
No, the full dividend statement download feature is only available on the Zerodha Console website (console.zerodha.com). The mobile app only shows dividends for one stock at a time.
Q4: My dividend is missing from the statement. What should I do?
First, confirm you held the shares on the company’s “record date.” If you did, wait for 30-45 days from the record date for the credit to reflect. If it’s still missing, contact Zerodha support.
Conclusion
Checking your total dividend income in Zerodha is a simple process that takes less than a minute. By using the “Dividend Statement” feature in the Zerodha Console, you can get a clear, year-wise report of all your earnings. This makes managing your finances and filing taxes much easier. Log in to your console today and download your statement.
