Schedule FA CSV from US broker statements.
Upload your broker statements and tax documents. Your Schedule FA CSV — Table A2, Table A3 and dividends, every ₹ traced to a dated SBI exchange rate and a statement line — is emailed to you within 4 business hours.
What you’ll needCharles Schwab & Interactive Brokers & Morgan Stanley Shareworks & E*TRADE & Fidelity NetBenefits · AY 2022-23 to AY 2026-27 · ₹499 · sign in with Google to get started
Drop broker statements here
CSV or PDF · multiple files welcome
Prepared by us and emailed back within 4 business hours.
Engineered for precision
Built for chartered-accountant review
GetScheduleFA is a robust compliance workstation designed to integrate into ITR filing practices.
Black Money Act Defense
Section 43 of the Black Money Act carries a ₹10 lakh penalty for failing to disclose a foreign asset, even where no tax is evaded — it does not bite within the ₹20 lakh de-minimis, but the duty to report stands whatever the value. Peak value is the maximum, over each day the lot was held, of shares multiplied by that day's intraday high and SBI TT-buying rate. The closing price is used only when no daily high is available.
The Schedule FA penalty, explainedSBI Telegraphic Buying Rates (TTBR)
The working records the rate source and date used for each figure. SBI TT-buying rates are used where held; any pre-2020 ECB reference-rate fallback is labelled separately and never presented as an SBI rate.
Your documents, handled with care
Your statements are uploaded to our server in India and used solely to prepare your Schedule FA. They are never used for anything else, never sold, never shared — and deleted on request.
From statement to schedule
Upload once — we do the rest.
Sign in and upload
Sign in with Google, then upload your broker statements and tax documents for the calendar year — CSVs or PDFs, from Schwab, IBKR, Morgan Stanley, E*TRADE or Fidelity.
We fill the gaps
Still holding something bought earlier? We'll reach out for the exact year's statement needed to establish that lot's cost.
We prepare and trace every figure
Each ₹ carries its exchange-rate source and date plus the statement line it came from — traceable, not a black box.
CSV emailed within 4 business hours
A filing-ready Schedule FA CSV with the detailed working behind every calculation — Table A2, Table A3 and dividends. Payment instructions come with the email.
Checkable by design
How we prove every number
Correctness is enforced with visible evidence and build checks, not an accuracy guarantee.
A trail for each INR figure
For each INR figure, the workbook’s citations table records the formula inputs and exchange-rate row, plus the source-document reference when the figure comes from a document.
No unexplained required figures
Before a workbook is written, its required INR figures are checked for citation coverage. If a required citation or source is missing, the build stops and no workbook is produced.
Known-good workpapers guard changes
Regression tests rebuild fictional known-good workpapers and compare their workbook contents. An unexpected change fails the test instead of silently changing a delivered result.
Broker coverage
Supported Brokerages & Stock Platforms
Charles Schwab, Interactive Brokers, Morgan Stanley Shareworks, E*TRADE and Fidelity NetBenefits statements are handled automatically today — more brokers are on the way.
Charles Schwab
Interactive Brokers
Morgan Stanley Shareworks
E*TRADE
Fidelity NetBenefits
Other Broker (Generic)
Not automated yet — WhatsApp us a statement and we'll prepare it for you.
Don’t see your broker?WhatsApp us your statement
What you’ll need
The complete document set — and the US forms people send by mistake.
Upload these
Every statement covering Jan–Dec of the filing year
Monthly or quarterly, whatever your broker issues — as long as every month is covered by at least one statement.
The statement from the year a still-held lot was first bought
That earlier statement is what establishes the holding’s acquisition cost — not just its current value.
Skip these
Form W-8BEN
A US tax-status declaration — nothing to do with Schedule FA.
The 1099 family
The same figures already live in the account statement.
Trade confirmations
Single-transaction slips the statement already covers.
Filing for clients? Copy this ready-to-send request straight into the client’s chat.
Your statements, handled with care
Confidentiality isn’t a policy here — it’s how the service is run.
Uploaded for one purpose only
Your statements are uploaded to our server in India and used solely to prepare your Schedule FA. They are never used for anything else, and never sold or shared.
Retained until you delete
We keep your uploaded statements and your finished Schedule FA securely on our server in India so that next year's filing can start from what you've already given us. You stay in control: every delivered filing has a Delete button that permanently removes your documents and deliverables from our server immediately — or email us and we'll do it. Deleted files also age out of our encrypted backups within 7 days. If you upload documents but never complete a filing, we delete those uploads automatically after 180 days of inactivity. We never sell, share, or train AI models on your data. Usage is counted anonymously, and Google Analytics measures how people find the site — it sets its own cookies and never sees an uploaded document.
Every figure traceable
Each ₹ in your CSV cites the exchange-rate date and statement line it came from — no black box between statement and schedule.
Straight answers
Questions CAs ask before filing Schedule FA
The eight that come up in every foreign-asset filing — answered the way we compute them.
Is Schedule FA reported for the calendar year or the financial year?
The calendar year — 1 January to 31 December — not the April–March financial year the rest of the ITR runs on. Schedule FA for AY 2026-27 therefore covers everything held during calendar 2025. Filing the financial year by mistake is the single most common Schedule FA error.
Do RSUs and ESPP shares in a US brokerage account go in Schedule FA?
Yes — vested RSUs and ESPP shares held with a US broker are foreign equity and belong in Table A3. They are reported one row per lot: every vest and every purchase carries its own acquisition date and its own cost, so clubbing a year of vests into a single row for the stock is wrong.
What is the difference between Table A2 and Table A3 of Schedule FA?
Table A2 is the foreign custodial account itself and takes the cash in it; Table A3 is the securities held in that account. The foreign broker account — Schwab, IBKR, Morgan Stanley, E*TRADE or Fidelity — is one A2 row carrying only un-invested cash, and each purchase lot of shares is its own A3 row. Reporting the securities again inside A2 double-counts them.
Which exchange rate does Schedule FA use — and as on which date?
Schedule FA figures do not all use one annual rate. Acquisition, peak and 31 December closing values use the SBI TT-buying rate for their relevant valuation date under the service's stated convention; gross sale proceeds (including sell-to-cover withholding) use the trade date. Dividend income follows Rule 115 and uses the last published rate on or before the last SBI working day of the month preceding the credit date.
How is the peak value of a foreign holding calculated?
Peak value is the maximum, over each day the lot was held, of shares multiplied by that day's intraday high and SBI TT-buying rate. The closing price is used only when no daily high is available.
What is the penalty for not reporting foreign assets in Schedule FA?
Section 43 of the Black Money Act carries a ₹10 lakh penalty for failing to disclose a foreign asset, and it can apply even where no tax was evaded. It does not bite where the aggregate value of the undisclosed foreign assets — other than immovable property — stays within the ₹20 lakh de-minimis threshold, but the obligation to report the asset stands regardless of its value.
Which ITR form has Schedule FA — ITR-2 or ITR-3?
Both carry it: Schedule FA appears in ITR-2 and in ITR-3, and a resident who held any foreign asset during the calendar year has to file one of them — ITR-1 and ITR-4 cannot carry Schedule FA at all. A salaried employee with RSUs and no business income files ITR-2.
Which brokers does GetScheduleFA cover, and what do I get back?
Charles Schwab PDF statements, Interactive Brokers CSV activity statements, Morgan Stanley Shareworks StockPlan Connect statements and Shareworks reports, E*TRADE stock-plan confirmations and benefit-portfolio exports and Fidelity NetBenefits stock-plan reports are covered automatically today. Upload your statements and you get back a Schedule FA CSV holding the Table A2 and Table A3 rows and the dividend working, with the SBI rate and statement line behind every rupee so a reviewer can trace it, emailed within 4 business hours.
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Get your Schedule FA prepared.
Upload your statements and we’ll have your CSV back within 4 business hours. If anything looks off, tell us on WhatsApp and it gets fixed while it still matters.