Before you start · Morgan Stanley Shareworks
Downloading your Morgan Stanley Shareworks documents for Schedule FA
Grab every document that covers the calendar year you’re filing. They drop straight into an upload as-is — no conversion or re-keying.
Where to look
Your Morgan Stanley Shareworks documents
- Open your Morgan Stanley documents. From stockplanconnect.morganstanley.com, or the Shareworks portal your employer uses, open the Documents area for your stock-plan account.
- Download every statement through 31 December. Download each quarterly statement and the annual summary that fall in the calendar year you’re filing, through 31 December.
- Add the Shareworks activity reports. If your plan runs on Shareworks, also export the releases, ESPP purchase and transactions reports as spreadsheets — they carry the vest and purchase detail the statements only summarise.
- Keep the files as-is. Upload the PDFs and spreadsheets exactly as they downloaded — no conversion or renaming needed.
Why it matters
One statement per lot's calendar year
Schedule FA runs on the calendar year (1 Jan – 31 Dec), not the April–March financial year the rest of your ITR uses — so grab every document that falls inside the calendar year you’re filing. If you held a lot bought in an earlier year, you’ll also need that year’s document to get its real purchase date and cost — see the guide’s note on one row per lot.
Have your documents? Upload them as-is.
No conversion needed. We read them directly and build every Table A2/A3 row — see the full method for how.
Get your Schedule FA prepared