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.
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.
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:
Share Dates
Enter the date(s) for shares you acquired (purchased, inherited or received in a spin-off). Then enter the date(s) for the 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.
Some of Our Shareholder Clients
Built on 20 Years of Trust
