The Next Generation of
Netbasis
®
is Finally Here!
NetWorth is excited to introduce to you the next generation of our award-winning cost basis application, Netbasis. This new, state-of-the-art version boasts faster processing capabilities and an enhanced data verification process.
Providing Reliable Investment Tax Services for over 25 Years
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A Century of Complete Coverage
We have all
your security’s
corporate actions.
Netbasis is the only investment tax tool that can determine the historical cost basis of virtually any security going back as early as 1925. Our rich proprietary data and patented technology allows Netbasis to provide other key wealth management tools that are essential to our users.
A Century of Complete Coverage
We have all
your security’s
corporate actions.
Netbasis is the only investment tax tool that can determine the historical cost basis of virtually any security going back as early as 1925. Our rich proprietary data and patented technology allows Netbasis to provide other key wealth management tools that are essential to our users.
Netbasis AI is your personalized AI assistant.
Sign up and get exclusive access to comprehensive information on all of our Netbasis features.
Employee Stock Purchase Plan (ESPP) Cost Basis Retrieval and Verification.
The NEW Netbasis ESPP can be an effective tool in addressing the common tax reporting complexities for ESPP share transactions. Netbasis provides a comprehensive report that identifies the corporate action events, tax basis adjustments, gain/loss amounts, potential wash sales, ordinary income amount, qualified and disqualified dispositions, as well as the investment IRR and ROI return calculations.
NEW FEATURE FOR PROFESSIONALS
Maximize your Investment Tax Strategies by Simulating your Future Trades.
T+1 is Here! Now you are equipped to make real time smart decisions on the the best tax sales method before the next day settlement.
TRY IT TODAY!
Unlock the power of NetZero™ for seamless sales tax strategies.
Our proprietary approach expertly balances gains and losses, maximizing tax efficiency for your shares sold. With NetZeroTM, you gain control to offset gains against losses, securing maximum tax advantages. Say goodbye to tax uncertainty and hello to smooth sailing with NetZeroTM. As T + 1 settlement shortens the time to make smart decisions, trust NetZeroTM for instant accurate cost basis and optimal tax planning.
Calculate Your Adjusted Cost Basis in Seconds
With minimal information, Netbasis can automatically calculate an adjusted cost basis for securities going back as far as 1925.
Learn MoreCalculate Your Adjusted Cost Basis in Seconds
With minimal information, Netbasis can automatically calculate an adjusted cost basis for securities going back as far as 1925.
Learn MoreCORPORATE ACTION ADJUSTMENTS
- Splits
- Spin-Offs
- Dividend Reinvestments
- Mergers
- Liquidations
- Mutual Fund Conversions
BACK OFFICE
SOLUTIONS
- High Speed Batch Service
- ACAT Verification
- Wash Sale Batch Service
- Tax Optimization
RIAs and TAX PROFESSIONALS
- Historical Cost Basis
- Tax Sale Planning
- Tax Loss Harvesting
- Tax Optimization
"What Information Do I Need To Start Using Netbasis?"
Netbasis has your security’s corporate actions (splits, mergers, spin-off, etc), pricing and dividend information. Netbasis requires only a minimum amount of information from you to calculate your cost basis. After identifying the original security you acquired, you just need to enter the following information:
Acquisition and Sale Dates
Enter the acquisition date(s) for the shares you acquired (purchased, inherited or received in a spin-off). Then enter the date(s) of shares you sold.
Amount of Shares
Enter the number of shares for every acquisition. Then enter the number of shares for every sale.
Dividend Dates
You don’t have to enter every dividend. Click “Yes” if you reinvested dividends for the entire holding period or enter the start or end dates.
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