Changelog
A dated record of shipped changes that affect the people preparing or reviewing a Schedule FA workpaper.
For completed filings, uploaded documents and deliverables are retained for future-year reuse until the user deletes them. Delivered filings now include a Delete button, and a new security page explains the current data-handling practices.
Past observations can now be looked up by date and currency, with source provenance where available and an explicit answer when the held data has a gap.
A filing now shows what was identified, what needs attention, and the payment step without sending the client away from the filing.
GetScheduleFA began accepting more brokerage and employee stock-plan statement formats for Schedule FA preparation.
Morgan Stanley and Shareworks documents joined the public broker coverage for Schedule FA preparation.
Visitors can inspect a fictional Schedule FA workpaper produced by the server-side engine before signing in or uploading documents.
GetScheduleFA moved to a signed-in service where clients upload statements for a prepared, reviewable Schedule FA workpaper.
Last reviewed 28 July 2026 by GetScheduleFA.
