Python module to generate Indian ITR schedule FA under section A3 automatically
- Click on
Stock Plan
top menu bar - Click on
Holdings
top submenu bar - Click on
Benefit History
link either onEmployee Stock Purchase Plan (ESPP)
orRestricted Stock (RS)
- Click on
Download
button which will open the popup. - Click on
Download Expanded
which will prompt you to download theBenefitHistory.xlsx
file
The script runs on Python3 make sure it is installed on the system
Below example, the command runs the script with the downloaded BenefitHistory.xlsx
./run.py -i "<absolute_folder_of_benifit_history_file>/BenefitHistory.xlsx" -ay 2023
You may also have to install the missing Python3 dependencies using command pip3 install <dependency_name>
Detailed options are listed below
usage: run.py [-h] [-o OUTPUT_FOLDER] -i INPUT_EXCEL_FILE [-m {etrade_benefit_history}] [-cal {calendar,financial}] -ay ASSESSMENT_YEAR [-v]
This is a Python module to generate Indian ITR schedule FA under section A3 automatically
optional arguments:
-h, --help show this help message and exit
-o OUTPUT_FOLDER, --output OUTPUT_FOLDER
Specify the absolute path of the output folder for JSON data, default = <current_folder_path_of_the_script>
-i INPUT_EXCEL_FILE, --input INPUT_EXCEL_FILE
Specify the absolute path for input benefit history(BenefitHistory.xlsx) Excel file
-m {etrade_benefit_history}, --source-mode {etrade_benefit_history}
Specify the source mode. Currently, only benefit history from etrade is supported, default = etrade_benefit_history
-cal {calendar,financial}, --calendar-mode {calendar,financial}
Specify the calendar duration for consideration, default = calendar
-ay ASSESSMENT_YEAR, --assessment-year ASSESSMENT_YEAR
Current year of assessment year. For AY 2019-2020, input will be 2019. Input will be of type integer
-v, --verbose Enable the debug logs
Inside the output
folder(if nothing else is specified), the ticker
folder will be created under which fa_entries.csv
will be generated. For example, if your BenefitHistory.xlsx
contains entries related to adbe
then the folder will be output/adbe/fa_entries.csv
- Only parsing data from
BenefitHistory.xlsx
is supported. - If you have sold any shares, the script will not adjust those. You have to subtract the
BenefitHistory.xlsx
manually - This script is only tested under Mac, with a single
adbe
ticker withcalendar
--calendar-mode
mode - Currently
historic_data
is only present for filing the ITR for AY2023-2024
In case of any issues, please create a bug report. Also, do not entirely depend on the script for ITR filing. Do your own due diligence before filing your ITR.