Indian tax schedules from your Interactive Brokers statement in minutes.

Upload your Interactive Brokers Activity Statement, get Indian income tax schedules — FA, FSI, TR, Capital Gains — with Rule 115 and SBI TTBR rates applied automatically.

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If you're an existing Paasa customer, we provide this to you free of cost.

How it works

Upload

Drop your CY and FY Interactive Brokers CSV statements. We parse trades, dividends, WHT, positions and transfers.

Review

Configure AY, residential status, PAN, DTAA. See summary and full schedules with audit trail.

Export

Download an Excel workbook with Capital Gains, FA, FSI, TR, Form 67 and a filing checklist.

This tool is for informational purposes only and does not constitute tax, legal, or financial advice. All computed figures should be reviewed by a qualified Chartered Accountant before filing.

Not tax advice. TTBR: SBI reference CSVs + USD table in app. Company data: market data provider. Verify with CA.