Missed your IBKR tax deadline? We've got you covered.

Simply drop your IBKR Activity Statement. We automatically match FIFO lots, apply SBI TTBR rates, and generate your ready-to-file Indian tax schedules in seconds.

Need help? calintax.care [at] gmail [dot] com

How it works

1

Upload

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

2

Review

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

3

Export

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

Frequently Asked Questions

How do I calculate Indian income tax on IBKR trades?

Simply upload your Interactive Brokers Activity Statement CSV export. CALINTAX automatically matches trades using FIFO, converts USD to INR using Rule 115 SBI TTBR exchange rates, and generates ready-to-file ITR-2 tax schedules.

What tax schedules are required for IBKR foreign stocks?

Indian residents holding foreign securities in IBKR must report Schedule FA (Foreign Assets), Schedule CG (Capital Gains), Schedule FSI (Foreign Source Income), Schedule TR (Tax Relief), and submit Form 67 for Foreign Tax Credit (FTC).

How is Rule 115 SBI TTBR conversion applied?

Under Rule 115 of the Indian Income Tax Rules, foreign currency transactions (dividends, interest, capital gains) are converted into INR using the official SBI Telegraphic Transfer Buying Rate (TTBR) of the last day of the preceding month.

Can I claim tax relief on US withholding tax (WHT)?

Yes. Under the US-India DTAA, US dividend withholding tax (typically 25%) can be claimed as Foreign Tax Credit (FTC) in India using Schedule TR and Form 67 to prevent double taxation.

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. Verify with CA.

Upload Statements

Upload one Interactive Brokers Activity Statement CSV per year of history. Assessment year 2026-27 covers the Indian financial year ending 2026-03-31. Overlapping periods are merged automatically.

Drop CSV files here
or click to browse — one file per year of IBKR history

Configuration

Disclaimer: This is not tax advice. Verify all figures with a qualified Chartered Accountant before filing.
Personal Details
Tax Settings
Broker Information
Engine settings: FIFO lot matching · Rule 115 TTBR conversion

Review Results

STCG
₹0
LTCG
₹0
Dividends
₹0
Interest
₹0
Tax Paid
₹0
FTC Relief
₹0
Holdings
₹0
Capital Gains
STCG₹0
LTCG₹0
Total₹0
0 transactions · FIFO · Rule 115
Foreign Tax Credit
Dividends₹0
Interest₹0
WHT Paid₹0
Relief₹0
Form 67: Required
Schedule FA
Peak₹0
Close₹0
Entities0
✓ FSI ↔ TR reconciled
⚠ Form 67 required
✓ Rule 115 applied
How CG is computed: Each sell within the FY is matched against FIFO lots. Gain in foreign currency = (sell price − buy price − buy commission − sell commission) × qty. Converted to INR using Rule 115 TTBR (last day of preceding month). Holding > 730 days = LTCG (12.5% flat), else STCG (slab rate). FTC relief = min(foreign WHT paid, Indian tax liability on that income), per country, claimed via Form 67.

Download Tax Workbook

Complete ITR-2 schedules — CG, FA, OS, and Form 67 — ready to paste into your tax return.

₹499
one-time · per assessment year