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the Full Tax Story.

RSUs, ESPP, stock options, vesting, sell-to-cover transactions, US withholding, dividends and overseas brokerage accounts can create several tax events across one year. We help employees and executives reconcile employer payroll, broker statements, foreign taxes and asset disclosures for the correct tax year and residency position.

Review My Equity Compensation Map My RSU / ESPP Events

Equity Compensation Event Mapper

Builds your document checklist from the events you select. Not a tax calculation.

Award type

Event(s) this year

BrokerWork/residency profile

Choose Your Equity-Compensation Profile

RSU Holder

Vesting, perquisite/payroll reporting, sell-to-cover and later capital gain/loss.

ESPP Participant

Purchase discount, payroll treatment, acquisition cost, sale and foreign tax withheld.

Employee Stock Option Holder

Grant, vesting, exercise, sale and employer-specific documents; treatment depends on plan and facts.

Senior Executive, Multiple Countries

Split-year work, relocation, payroll withholding, treaty/foreign tax credit and residency review.

Overseas Brokerage or Bank Account Holder

Schedule FA/foreign-income review based on residency and applicable reporting rules.

One Award Can Produce Multiple Tax Events

Grant→Vesting / Exercise→Shares Credited→Sell-to-Cover or Sale→Dividend / Other Corporate Action→Year-End Foreign Asset Reporting

Foreign Tax Credit Is Not Automatic

Foreign tax withheld does not mean the same amount is always creditable in India. Review the nature of income, tax paid, treaty position, eligibility, supporting certificate, timing and applicable filing forms/procedure for the relevant year.

Schedule FA Depends on Residency and Reporting Rules

Foreign asset reporting should not be decided by citizenship or employer brand alone. Assess the taxpayer's residency status for the relevant year, the type of account/asset, ownership/beneficial interest, dates, income and applicable disclosure requirements.

Foreign Income & Asset Readiness Check

Check all that apply

Do you have employer equity statements for every vest/exercise/sale event?

Do broker statements reconcile to shares released and shares sold?

Have payroll perquisites been reconciled with the broker's vesting value?

Do you have dividend and withholding tax statements?

Have foreign taxes been matched to the corresponding income and supporting certificates?

Have you assessed tax residency for the relevant year, including travel and workdays where relevant?

Have foreign accounts/assets been reviewed for the applicable reporting schedule?

Have prior returns and disclosures been checked for consistency?

Readiness0 / 8

Event Records Incomplete

Review Foreign Income and Assets →

Documents to Prepare

Employer annual compensation statement and payslips

Equity award plan, grant notice and vesting schedule

Vesting/release confirmations and fair-market-value records

Broker transaction statements, year-end holdings and corporate-action statements

Sell-to-cover and sale confirmations

Dividend statements and foreign withholding certificates

Foreign tax returns or assessment/payment evidence where relevant

Passport travel history, workday calendar and relocation records if residency is relevant

Prior Indian ITRs, computations and foreign asset/income schedules

Notices or portal communications, if any

How the Engagement Works

Build the Timeline

A year-specific timeline of salary, vesting, sales, dividends and foreign tax.

Reconcile

Employer payroll with broker activity and bank remittances.

Technical Review

Residency, income classification, foreign tax credit and asset-disclosure requirements.

Action List

A filing/documentation action list and, where agreed, support for the return or response.

Common Mistakes

Treating vesting and later sale as one tax event.

Using gross shares granted instead of actual vesting/release and sale records.

Assuming US withholding automatically settles Indian tax.

Reporting foreign assets without first checking the residency and applicable reporting rules, or omitting them without a review.

Converting currency inconsistently or failing to preserve event dates and broker statements.

Frequently Asked Questions

Are RSUs taxed only when sold?

Not necessarily. Vesting/perquisite and later sale may be separate tax events, depending on the award and applicable law.

Can I claim credit for US tax withheld?

Potentially, subject to the applicable law, treaty, documentation, income mapping and filing procedure.

Must every employee disclose a foreign brokerage account?

The answer depends on residency and the relevant disclosure rules. Do not assume a universal yes/no without reviewing the facts.

What if my employer's payroll value differs from the broker statement?

Preserve both records and reconcile vesting dates, share quantity, valuation, currency and sell-to-cover activity before filing.

I returned to India mid-year. What changes?

Residency, source rules, foreign income and asset disclosures may need a year-specific review. Use the cross-border assessment.

Equity Event and Foreign Asset Reporting Check

A year-specific reconciliation of your vesting, sale and dividend events against payroll, broker statements and foreign asset disclosure requirements. Fixed-scope review; scope and fee confirmed after an initial discussion.

How an Engagement May Proceed

Fixed-scope review; scope and fee confirmed after an initial discussion.

One-time

Diagnostic & Position Memo

A defined-scope review of facts and available records, identification of principal issues and information gaps and a written action roadmap. Not every diagnostic necessarily leads to further work.

Milestone-based

Transaction or Proceeding Execution

Execution of the agreed work, such as submissions, appeal support, transaction analysis, reconciliation, applications or other relevant representation, within the firm's qualified competence.

Ongoing

Retained Compliance & Counsel

An agreed monthly or quarterly arrangement for relevant recurring accounting, GST/LUT, tax compliance, reconciliations, reporting and advisory support.

Services that can help

International Tax & FEMA Advisory Tax Advisory & Compliance

Articles for you

Reconcile the Equity Events Before Filing

Reconcile the equity events before the return is filed, not after a mismatch appears.