GetScheduleFABeta
Runs on your device

This works on your phone — it reads better on a laptop

Every step works right here, including the download. But the review screen shows a 13-column ITR table per lot, and that is a lot to read on a phone. Send yourself the link and finish it on a bigger screen.

Upload your broker statements

Everything is read and computed on this device — nothing is uploaded to a server.

covers calendar year 2025

Drop broker statements here

CSV or PDF · multiple files welcome

Read and computed on this device — nothing is uploaded.

See a sample workpaper — a finished one, built from fabricated statements. No upload needed.

Waiting on a client’s statements? Copy this request into their chat.

Hi! I'm preparing your Schedule FA filing and need your broker statements. Could you share every monthly or quarterly statement (PDF or CSV) covering January to December 2025? If you still hold anything bought before 2025, also include the statement from the year you first bought it — that's what establishes its purchase cost. No W-8BEN, 1042-S, 1099 forms or trade confirmations needed.