FA
GetScheduleFA
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Schwab / IBKR → Schedule FA · in your browser
Files never leave this tab
How it works
Indian ITR-2 / ITR-3 · Schedule FA

US RSUs? Your Schedule FA workbook in minutes.

Drop in your broker statement. Get a filing-ready Excel workbook — Table A2 + A3, dividends, and a methodology sheet where every ₹ figure is traceable to a dated SBI TTBR and a statement line.

Your statement is parsed in your browser. It is never uploaded to us.

Today: Charles Schwab (PDF) · Interactive Brokers (CSV). E*TRADE, Fidelity & Morgan Stanley: days away — WhatsApp us your statement and we’ll handle it personally.

Built for India-resident tech employees with US equity compensation — and the CA firms who file for them.

Schedule FA covers calendar year 2025
Pick the assessment year you’re filing your return under. Its Schedule FA covers the calendar year (01 Jan – 31 Dec 2025) — that’s the calendar year, not the April–March period the rest of your ITR uses.
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Drop your broker statements (CSV or PDF)
Multiple files welcome — the 2025 statement is required; prior years cover older lots
↓ New to this? See how to get statements from your broker below
Upload statements
How to get the statement from your broker
Interactive Brokers (CSV)
  1. In IBKR Client Portal, open Performance & Reports → Statements → Activity.
  2. Set Period → Annual and Date → 2025.
  3. Click Download CSV (not PDF or HTML).
Charles Schwab (PDF)
  1. From schwab.com, open Statements for your EAC/brokerage account.
  2. Download each monthly/quarterly PDF statement that falls in calendar 2025 (and the Year-End Summary, if issued).
  3. Drop the PDFs in as-is — no conversion needed.
Held stocks more than a year? Repeat with the earlier year set for each holding still open on 31 Dec — Schedule FA needs every lot’s original purchase date and cost. The app detects the gap and asks for exactly the year it needs.
01
Upload
Upload your broker statement — PDF or CSV.
02
Review
Review what we extracted, page-by-page citations.
03
Download
Download the workbook — Table A2 + A3, dividends, methodology.
“Your statement never leaves your browser.”
Stays on your machine
Parsing and every ₹ computation happen in-tab. Your statement and its numbers are never uploaded.
Only tickers go out
To price your holdings we send ticker symbols only — no amounts, no account numbers. No analytics or usage tracking of any kind.
Every figure traceable
Each ₹ on the workbook cites the SBI TTBR date and the statement line it came from — no black box.