How to download SBI mutual fund tax statement?


Hi guys, in this article we are describing about how to download SBI mutual fund tax statement. If you are a SBI mutual fund customer and you are using SBIMF mobile app or website then you can easily download SBIMF tax statement.


SBI mutual fund customers redeemed their folio when they see gains on it. But if the gained amount is more than exemption limit tax is deducted on source. On such conditions if you want to get SBI mutual fund statement for your folio, then how to get SBI mutual fund tax statement.


If you need the statement of SBIMF tax statement then you can follow this article till end.


How to download SBI mutual fund tax statement:

If you have open SBI mutual fund from branch or from net banking and mobile banking then you need to link your folio with SBIMF online account first. Thereafter you can check tax statement using SBIMF website or mobile app. Now follow the following steps.


STEP 1: Go to your mobile and open the ‘Invest Tab’ SBI mutual fund mobile app. Login to your account using MPIN, finger print or User name and password.


STEP 2: After login to your account you will see your folio numbers and their current status. You will see a three line option on the left top corner of the page. Click on this option.


STEP 3: A list of various options will be appeared. Click on the option ‘statement’. As you click on ‘statement’ option another two another options will be appeared one is ‘account/ capital gain’ and the other is ‘Tax statement’. Click on the ‘tax statement’ option.


STEP 4: In this step you have to select the duration for which you want to download statement. First of all select the folio number for which you want to get statement. After that select the duration as for last financial year, last 6 months, current financial year of for custom date range. Select the date range here and click on ‘submit’.


Now your statement is sent to your registered email address. You can download your statement from mail received form SBIMF. If any tax amount is deducted then it will be shown on your statement and it will show zero if any tax is not deducted. You can also watch the following video on this topic.

Post a Comment