For Interactive Brokers (IBKR) investors filing Indian taxes

Schedule FA, CG & OS,
done properly.

Every report your Indian return needs, built from your IBKR statements — CA-ready in minutes.

Plus a free read on what you hold — which purchases turn long-term soon, and whether your dividends are being over-taxed.

₹200 per brokerage account, per financial yearFree for now

Not tax advice — every figure is a draft for your CA to review before filing.

Why ethro

  • Privateyour statements are never stored
  • Accurateevery purchase tracked separately
  • Official ratesthe exact SBI rate each figure needs
  • Fastminutes, not a weekend of spreadsheets
schedule_fa_A3_for_CA.csvIllustrative sample
Name of entityDate acquiredPeak value (₹)Closing (₹)
Apple Inc.22 May 20255,15,1424,89,348
Microsoft Corp.11 Jun 202411,38,34710,15,602
ASML Holding09 Jul 20259,12,7368,55,888
NVIDIA Corp.05 Aug 20244,13,7603,73,000

What you get

Every part of the return a US brokerage account touches — filled, from your own statements.

Schedule FA · A3

Every holding, one row per purchase

Acquisition date, what it cost, its highest value during the year, closing balance, dividends credited and sale proceeds — detail no broker statement gives you.

Schedule FA · A2

The brokerage account itself

Account number, opening date, and the highest and closing cash balance — rebuilt from a full year of deposits, trades and dividends.

Schedule CG

Capital gains on every sale

Cost, proceeds, holding period and the STCG/LTCG split — US shares treated as unlisted, with the 24-month long-term rule applied.

Schedule OS

Dividend & interest income

Every dividend and broker-interest payment, before US tax was deducted, each converted at the rate its own payment date requires.

FSI · TR · Form 67

Foreign tax credit workings

The US tax already withheld from you, split by country and laid out for the claim that stops the same income being taxed twice.

Delivered as CA-ready CSVs in both USD and INR, with the official bulk-upload column names and order — plus a plain-English readme explaining every file.

Free with every run

What your statements say that nobody tells you

Every purchase you still hold with its gain and long-term status, which ones cross the 24-month line soon, and whether your dividends were taxed above the India–US treaty rate. That last one usually means a form your broker never asked you for — and it costs you every single year until it's filed.

Easy to get wrong. Expensive to get wrong.

Disclosure penalties up to ₹10 lakh a year
The tax department already receives your account data
Two different reporting years — Jan–Dec and Apr–Mar
Peak values that appear in no broker statement
One row per purchase — RSUs mean dozens
A different exchange rate for almost every figure
Stock splits that silently corrupt past values
A year of cash movements, rebuilt day by day
US shares taxed as unlisted — the 24-month rule

All of it handled in your reports — with the rate and date used shown against every number.

Generate your reports

Your IBKR data in, CA-ready ITR reports out.

Processed for this session only — never stored

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1Export Method

Which IBKR export do you have?

Select one of the two options below to continue:

Flex Query
Two custom IBKR reports
Activity Statement
Every year's IBKR activity statement

Upload every year's statement — from this year back to when you opened the account. You need all of them.

Rebuilt with FIFO
Produces Capital Gains + Schedule FA Table A3, rebuilt from your full purchase history and cross-checked against IBKR's own realized P/L and holdings
If a year is missing (or the account didn't use FIFO), we detect it, tell you which, and fall back to income-only reports
Table A2 isn't possible here — a statement has no account opening date; use the Flex Query for that
Issuer country may be wrong for foreign-domiciled names (e.g. ASML, NVO) in Schedule FA Table A3 and the FTC workings — the file only carries an ISIN, not the true issuer country

How this all works

2Assessment Year

Select Assessment Year

Choose the Indian tax filing year for your reports:

Include the statement covering Apr 1 2025 – Mar 31 2026 plus every earlier year, back to when you opened the account.

3Upload Files

Upload Activity Statements

Select or drop your annual CSV statements below:

How it works

Step 1

Upload your statements

Two IBKR exports, one for each reporting period — foreign assets are reported Jan–Dec, income and gains Apr–Mar.

Step 2

We do the hard part

Every purchase tracked separately, dividends matched to the shares you held that day, and real daily SBI rates applied — the same work a careful manual filing takes days to do.

Step 3

Download, review, file

CA-ready CSVs in USD and INR, official bulk-upload column names and order — hand them straight to your CA.

Official formats

Exact bulk-upload column names and order for Schedule FA Tables A2 and A3, plus CA-ready working sheets for Schedule CG and OS — no guesswork on formatting.

Real market data

Daily SBI TT buying rates and real closing prices, not placeholders — every converted figure carries the rate and date used.

Nothing retained

Your statements are processed only for this session — never stored, logged, or shared with anyone.