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FY 2025-26 Tax Documents Are Now Available on Vested
Tax season is rarely anyone’s favorite time of the year, especially if you invest globally.
Between Schedule FA, Schedule FSI, Form 67, foreign tax credits, dividend reporting, currency conversions, and multiple investment products, filing taxes can quickly become overwhelming. Many investors end up spending hours collecting statements, reconciling numbers, and figuring out where each piece of information belongs in their ITR.
To make this process easier, Vested has rolled out its FY 2025-26 Tax Documents, bringing together all the information global investors need in one place.
Whether you invest in US stocks, ETFs, Global Funds, Private Markets, or Managed Portfolios, your tax reporting experience is now more comprehensive and streamlined than ever before.
What’s New This Year?
Vested has introduced three major improvements for FY 2025-26.
1. Tax Coverage Across All Vested Products
Previously, tax documents primarily focused on US stocks and ETFs.
This year, the coverage extends across your entire Vested portfolio, including:
- US Stocks
- US ETFs
- Global Funds (UCITS)
- Private Markets
- Managed Portfolios
As more investors diversify across different asset classes, tax reporting needs to keep pace. The updated documents are designed to reflect that reality.
2. Expanded Schedule FA Support
Schedule FA remains one of the most important disclosures for resident Indian investors holding foreign assets.
To simplify this process, Vested has expanded Schedule FA reporting to include:
- Direct US equity holdings
- Global Funds (UCITS)
- Private Market investments
- Managed Portfolio holdings
The documents now include details that investors often have to manually search for, such as:
- Asset categorization
- Reporting structure
- Acquisition details
- Peak values
- Closing values
- Valuation-related information
This makes it easier to prepare disclosures in the format expected by the Income Tax Return.
3. One-Click Filing Through ClearTax
Vested users can now move directly from their tax documents to tax filing through an integrated ClearTax workflow.
Instead of manually transferring data between platforms, your Vested tax information can be imported directly into the filing process.
This integration supports:
- US Stocks
- ETFs
- Managed Portfolios
- Global Funds
- Private Markets
The goal is simple: less manual work and fewer chances for errors.
Understanding the Tax Documents Available on Vested
If you’re wondering which document serves which purpose, here’s a breakdown.
General Filings Summary
This report includes:
- Short-term capital gains
- Long-term capital gains
- Dividend income
- Interest income
- Securities Lending Income (SLIP)
- Tax-loss harvesting summary
The XLSX version also contains detailed transaction-level information, including:
- Trade history
- Dividend transactions
- USD to INR conversion rates
Used in: Schedule CG and Schedule OS
Who needs it?
Any investor who realized gains, received dividends, or earned interest income during the financial year.
Foreign Asset Filing Summary
This report is designed specifically for Schedule FA disclosures.
It contains:
- Country details
- Entity information
- Acquisition dates
- Peak values
- Closing values
- Investment amounts
- Sale or redemption proceeds
Used in: Schedule FA
Who needs it?
Resident Indian investors who held foreign assets during the financial year.
One important point to remember:
Foreign assets must be disclosed even if they generated no income.
Foreign Source of Income Filing Summary
This document captures:
- Foreign income earned
- Foreign taxes paid
- Taxpayer Identification Numbers
- Applicable tax relief
- DTAA references
Used in: Schedule FSI
Who needs it?
Investors who received foreign-source income and paid taxes outside India.
Form 67 Filing Summary
Form 67 is essential for claiming Foreign Tax Credit (FTC).
The report includes:
- Country-wise income details
- Foreign taxes paid
- Applicable tax rates
- DTAA references
- Tax credits claimed
Used in: Form 67
Who needs it?
Investors claiming credit for taxes already deducted overseas, such as withholding tax on US dividends.
Remember:
Form 67 must generally be filed before submitting your ITR if you want to claim Foreign Tax Credit.
Schedule TR Filing Summary
This document consolidates information related to foreign tax relief.
It includes:
- Taxes paid abroad
- Relief available
- Relief claimed under relevant provisions
Used in: Schedule TR
Who needs it?
Investors claiming foreign tax credits under applicable tax treaties.
The figures in Schedule TR should align with information reported in Schedule FSI and Form 67.
Why Schedule FA Deserves Special Attention
Among all tax disclosures, Schedule FA is often the one that creates the most confusion for global investors.
The Income Tax Department requires resident Indians to disclose foreign assets held during the financial year, regardless of whether those assets generated income.
For example:
- A US stock purchased and sold during the same financial year still needs to be reported.
- Foreign mutual funds and global investment vehicles may also require disclosure.
- Certain private market investments need separate reporting treatment.
To simplify compliance, Vested now organizes Schedule FA information into dedicated sections.
Foreign Equity and Debt Interest (Table A3)
Covers:
- US Stocks
- US ETFs
- Global Funds
Foreign Custodial Accounts (Table A2)
Includes:
- Cash balances
- Account values
- Custodial account information
Private Markets (Table B)
Covers:
- SPV-based foreign investments
- Private market opportunities available through Vested
User Details
Contains:
- PAN information
- Financial year details
- Account-related information
Whether you file independently or work with a Chartered Accountant, this structure should make reconciliation significantly easier.
How to Access Your Tax Documents
Accessing your reports is straightforward.
Simply:
-
Open the Vested app
-
Navigate to Profile → Tax Documents
-
Select Financial Year 2025-26
-
Choose:
- India tab for Indian tax documents
- US tab for US tax documents
-
Download individual reports or use Download All
You will also find the File with ClearTax option within the same section.
File Your ITR Through ClearTax
For investors looking for a guided filing experience, the Vested-ClearTax integration can save considerable time.
Here’s how it works:
-
Open Tax Documents inside the Vested app
-
Click File with ClearTax
-
Log in using your registered email address
-
Import your Vested tax data automatically
-
Review the imported information
-
Choose either:
- Self-filing with guided support
- Expert-assisted filing
-
Submit your return
One of the biggest advantages is the elimination of manual data entry.
The integration automatically brings in:
- Capital gains
- Dividend income
- Foreign taxes withheld
- Income disclosures
- Tax credit information
This reduces the need to manually copy information across multiple forms and schedules.
Exclusive Offer for Vested Users
Vested users can use the code CTVESTED during the ClearTax checkout process to receive up to 70% off on tax filing services.
Final Thoughts
As global investing becomes increasingly common among Indian investors, tax reporting requirements have also become more complex.
The FY 2025-26 Tax Documents update is a meaningful step toward making tax compliance easier across all Vested investment products. From expanded Schedule FA support to integrated filing through ClearTax, the focus is clearly on reducing friction during tax season.
While these reports can significantly simplify the process, remember that tax situations can vary from investor to investor. If you have a complex filing requirement, are filing as an NRI, or are reporting foreign assets for the first time, consulting a qualified tax professional is always a good idea.
Have you downloaded your FY 2025-26 tax documents yet? If you’ve started filing, feel free to share your experience or questions with the community below.
To read full, click: FY 2025–26 Tax Documents are now available - Vested Finance