Schedule FA generator
Generate your Schedule FA from your holdings statement
Upload your broker statement and get a ready-to-review Schedule FA draft — no manual data entry.
Morgan Stanley, E*TRADE & Fidelity statementsTable A3, in ExcelDone in minutes
Generate Schedule FA for FREE!1Sign in
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Generate your Schedule FA.
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How it works
1
Pick your broker
Morgan Stanley, E*TRADE, or Fidelity — more brokers coming soon.
2
Upload your statement
Add the PDF and choose your financial year.
3
Download your draft
Get Schedule FA (Table A3) in Excel.
Check with your CA before filing
The Schedule FA this tool generates is a draft to save you time, not a final return. Please review it with your chartered accountant before you file.
This tool is for information only. It isn't tax, legal, or filing advice.
You remain responsible for confirming what needs to be reported for your situation and tax year.