How to Download Tax Statement Online from NJ Mutual Fund (Step-by-Step Guide)

 

Are you looking to download your tax statement online from NJ Mutual Fund but not sure where to start? This guide will walk you through the simple steps to get your ELSS (Equity Linked Savings Scheme) tax statement, which is especially useful during the income tax filing season.

As a mutual fund distributor or investor using the NJ Wealth platform, accessing your tax statement online is quick and hassle-free if you know the right process. Let’s break it down.

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✅ Steps to Download Tax Statement Online from NJ Mutual Fund

1. Go to the NJ Wealth Website:

   • Visit https://www.njwealth.in

   • It’s best to use a laptop for smoother navigation.

2. Login with Your Credentials:

   • Use the same User ID and Password that you use for the “NJ E-Wealth” mobile app.

   • Enter your credentials on the website’s login page.

3. Navigate to the Mutual Fund Section:

   • After logging in, go to the ‘Mutual Fund’ option.

4. Select Report Type:

   • Under reports, click on ‘Transaction Confirmation Statement’.

   • This is usually the 5th option in the list of reports.

5. Choose Scheme Type:

   • Under “Scheme Subtype”, select ELSS (Equity Linked Saving Scheme).

   • This type of fund qualifies for tax deductions under Section 80C of the Income Tax Act.

6. Set the Date Range:

   • Select the financial year for which you want the tax statement.

   • For example, for FY 2023-24, select:

     • From: 01-April-2023

     • To: 31-March-2024

7. Generate and Download Statement:

   • Click on the Submit button.

   • Then click on Generate to create the report.

   • The statement will be available in PDF format for download.

8. Submit to Income Tax Department:

   • You can now upload this statement on the income tax portal as proof of investment.

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🎯 Why Download Tax Statement from NJ Mutual Fund?

• Helps during Income Tax Return (ITR) filing

• Proof of investment in tax-saving funds (ELSS)

• Easy access and paperless process

• Avoid delays during tax submission

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📌 Tips for a Smooth Experience

• Make sure your browser allows pop-ups so the PDF can download.

• Keep your login credentials safe and confidential.

• Download and save the PDF on your computer for future reference.

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❓Frequently Asked Questions (FAQs)

1. Can I download the tax statement from my mobile?

Yes, but the process is smoother on a desktop or laptop. You can still use your mobile browser, but PDF download might not work well on all devices.

2. What if I forgot my NJ login credentials?

You can reset your password using the "Forgot Password" link on the login page or contact NJ support.

3. What is the purpose of the tax statement?

This statement shows your investments in ELSS funds, which are eligible for tax deduction under Section 80C of the Income Tax Act.

4. How many years of data can I access?

You can select the financial year manually while generating the report. Make sure to pick only one financial year at a time.

5. Is the downloaded statement accepted by the Income Tax Department?

Yes, this PDF is valid proof of investment and can be uploaded during ITR filing.

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🔚 Final Thoughts

With the NJ Wealth platform, downloading your tax statement online is simple and fast. Whether you're a seasoned investor or a new distributor guiding clients, having this knowledge ensures smoother tax filing and investment tracking.

For more mutual fund tips, guides, and distribution insights, stay tuned to NJ Distributor!