US–India Brokerage
Tax Reconciliation
Reconstruct India FY and US calendar year brokerage activity from your uploaded documents. Identify foreign tax credits, draft Schedule FA, and estimate India capital gains exposure.
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How it works
01
Upload your documents
Provide your 1042-S, brokerage account summary, and realized gains/losses report. PDFs and CSVs accepted.
02
Automatic reconciliation
Transactions are mapped across India FY (Apr–Mar) and US calendar year, holdings classified, and withheld foreign tax identified.
03
Download outputs
Receive a Schedule FA draft, capital gains breakdown, FTC amounts, and estimated India tax exposure — ready to review with your CA.
You provide
1042-S
IRS form showing US-source income subject to withholding
Brokerage Account Summary
Annual activity statement from your US broker
Realized Gains/Losses Report
Transaction-level capital gains and losses
You receive
FTC Detection
Foreign Tax Credit amounts eligible for Form 1116 or Schedule A
Schedule FA Draft
Foreign asset disclosure prepared for Indian ITR filing
Capital Gains Reconstruction
India FY-aligned long / short-term breakdown
Estimated India Tax Exposure
Approximate liability under DTAA rules
Current scope — brokerage accounts only
Supported
✓US brokerage accounts
✓Equity & ETF transactions
✓Dividend income
✓Capital gains / losses
Not yet supported
–Bank accounts
–Payroll / RSU / ESPP
–AIS / Form 26AS
–Crypto & foreign equities