ITR SaathiBeta

File Foreign Income & Assets in Your ITR — the Easy Way

Upload your Schwab or Fidelity statement. Get Schedule FA, FSI, Form 67, and more — auto-generated and ready to paste into your ITR.

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📁 Smart CSV Parser

Upload your Schwab or Fidelity transaction CSV. We auto-detect the broker and classify dividends, capital gains, and tax withheld.

🇮🇳 Auto INR Conversion

All amounts converted using SBI TTBR rates — the legally mandated rate for Indian tax filings. No manual lookup needed.

📋 ITR-Ready Schedules

Get Schedule FA (foreign assets), FSI (foreign income), Form 67 (tax credit), and OS (other sources) — ready for incometax.gov.in

How it works

Four simple steps to get your tax data ready for filing.

1

Step 1

Upload CSV from Schwab/Fidelity

2

Step 2

Review auto-classified transactions

3

Step 3

Generate FA, FSI, Form 67

4

Step 4

Export JSON for ITR portal