Total Transactions Processed
325M+
PROVEN ACCURACY
A Cost Basis Calculator
You Can Trust
For more than 25 years, Netbasis has been recognized as the benchmark for cost basis calculations among professionals.
Fast and Accurate!
Netbasis delivers quick and precise cost basis and capital gains tax calculations using a comprehensive database of corporate actions, prices, and dividends for various investments since 1925. Our system simplifies tax season by providing adjusted cost basis, gains/losses, investment performance, and detecting wash sale violations, ideal for clients with incomplete investment records. Just enter the purchase and sale information to begin.
Get Started!
A Cost Basis Calculator You Can Trust
For more than 25 years, Netbasis has been recognized as the benchmark for cost basis calculations among professionals.
Fast and Accurate!
Netbasis delivers quick and precise cost basis and capital gains tax calculations using a comprehensive database of corporate actions, prices, and dividends for various investments since 1925. Our system simplifies tax season by providing adjusted cost basis, gains/losses, investment performance, and detecting wash sale violations, ideal for clients with incomplete investment records. Just enter the purchase and sale information to begin.
Get StartedBUY ONE COST BASIS REPORT
GET ANOTHER FREE.
The Netbasis Tax Season Promotion for Professionals is here!
STEP ONE
SIGN UP FOR YOUR FREE ACCOUNT
Create your complimentary account by registering as a user and discover the features of Netbasis.
STEP TWO
NAVIGATE TO THE E-COMMERCE PAGE
Locate the Purchase icon to access the exclusive 2 for 1 promotional deal.
STEP THREE
SELECT YOUR SECURITIES AND GO!
With your personal account set up, you can now address your intricate cost basis problems and instantly produce a time-ordered report.
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.
"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.
Advanced Security
512 Bit
AES ENCRYPTION
Years of Service
25 Years
THE POWER OF RELIABILITY
Securities Covered
115K+
EQUITY & DIGITAL ASSETS
Access the Power of Netbasis this Tax Season.
Historical Cost Basis Calculation
A comprehensive tool to determine the cost basis for various investments, crucial for tax reporting and strategizing sales.
Wash Sales Deferral Loss
An advanced feature to navigate complex wash sale scenarios, ensuring accurate loss deferrals and tax compliance.
Gifting Calculation
Essential for donors and recipients to establish the value of gifted securities, aiding in tax planning and compliance.
Estate Calculations
Key for accurate estate settlement, providing essential valuations and compliance with IRS requirements.
Solve Your Client’s Cost Basis Problems!
Netbasis offers a crucial cost basis calculation tool tailored for financial and tax professionals. This robust online application tackles intricate client cost basis challenges, ensuring swift and precise outcomes. It aids in maintaining compliance with IRS regulations regarding capital gain and loss reporting for your clients.
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