Terms of use

GetScheduleFA produces a computation workpaper from the statement data you provide and review. You are responsible for reviewing every figure before filing.

The output is not tax advice. Responsibility for the return filed remains with the taxpayer and their chartered accountant.

GetScheduleFA is in founding beta and is provided “as is”, without warranty. Features and pricing may change.

A report covers one taxpayer for one calendar year. You supply the broker statements and supporting documents; we prepare the Schedule FA disclosure from them — the Table A2 row and one Table A3 row per purchase lot — with the working behind every figure, and email the result back to you.

Preparation is a reviewed human process, not an automated one. The turnaround stated at the point of purchase is the commitment; if a document set cannot be processed, we tell you why rather than delivering a figure we cannot source.

If we can’t complete your filing, you get your money back in full — refunded the same way you paid, card to card and credits back as credits. No conditions.