Why Schedule FA matters
Residents with qualifying foreign assets often need to disclose them accurately. Stock plan accounts, vested shares, cash balances, and broker-held positions may all need careful review.
Schedule FA generator
Turn stock plan statements into a clearer Schedule FA workflow
If your employer stock plan assets sit outside India, Schedule FA reporting can require careful account review. Upload your Morgan Stanley statement to generate a structured starting point for your Schedule FA tax report.
Understand why Schedule FA matters for foreign stock plan assets.
See which broker statements are supported first.
Upload your statement and download a Schedule FA tax report in minutes.
Live Schedule FA generator
Upload your Morgan Stanley statement.
We’ll parse your Morgan Stanley StockPlan statement and generate a Schedule FA XLSX for the selected tax year.
What happens next
Your statement is sent securely to Rovia’s backend for Morgan Stanley parsing and Schedule FA generation.
The generated XLSX is downloaded directly in your browser once the backend finishes processing.
Supported today
- • Morgan Stanley StockPlan statements
- • PDF upload and parsing
- • Schedule FA A3 XLSX output
- • INR conversion using backend tax rules
How it works
Sign in with your Rovia account, upload your Morgan Stanley stock plan statement, and download a Schedule FA tax report for your selected tax year.
What to prepare
Keep your broker statement, account identifiers, and reporting period ready. A complete statement generally gives a better basis for later review than screenshots or partial exports.
Broker coverage
Start with Morgan Stanley, with more broker statements on the roadmap.
We currently support Morgan Stanley stock plan statements. E*TRADE, Fidelity, Charles Schwab, and IBKR are on the roadmap.
Supported now
Morgan Stanley
First supported broker for the Schedule FA Generator.
Upload your Morgan Stanley stock plan statement PDF to generate a Schedule FA tax report for your selected tax year.
Coming soon
E*TRADE
Broker support is planned next.
Statement instructions and document support are being prepared for E*TRADE accounts.
Coming soon
Fidelity
Broker support is planned next.
Statement instructions and document support are being prepared for Fidelity accounts.
Coming soon
Charles Schwab
Broker support is planned next.
Statement instructions and document support are being prepared for Charles Schwab accounts.
Coming soon
IBKR
Broker support is planned next.
Statement instructions and document support are being prepared for Interactive Brokers accounts.
Important disclaimer
Review before filing.
Review the generated Schedule FA tax report carefully before filing or relying on it for compliance.
This tool is for informational purposes only and is not tax advice, legal advice, or filing advice.
You remain responsible for confirming what must be reported for your own circumstances and tax year.