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    Institutions

    If you experience processing glitches, incomplete results or inadequate handling of aspects of cost basis regulations with your current system, you may be exposed to compliance gaps.

    Netbasis solutions include a powerful web-based application, fully customized modules, and high-volume batch services for processing cost basis transactions or as a verification service that acts as an insurance policy against penalty risk.

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    Taxpayers & Individual Investors

    Starting in 2011, investors must report cost basis to the IRS on stock sold in 2010! The onus is taxpayers to report the correct cost basis. Are you prepared?

    If you are an individual investor, find out more about cost basis, how new regulations impact you, and how Netbasis can save you time and provide peace of mind this tax season and beyond.

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    Academic & Non-Profit Organizations

    Netbasis teaches students about finance and investing, and helps non-profit organizations to accurately calculate adjusted cost basis on donated securities.

    Give your students Netbasis, the "real world" teaching tool used by financial professionals. An ideal tool for non-profits, user-friendly Netbasis calculates cost basis in seconds, and includes features for estate and gift valuation, Date of Death valuation and enhanced asset management.

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    Tax & Financial Professionals

    This year more than ever, new regulations mean your clients will depend on your expert advice and valuable skills.

    Depend on Netbasis to quickly and accurately calculate adjusted cost basis, even for securities with long and complex histories or where clients cannot provide complete purchase details. With Tax Optimization, Netbasis can suggest which tax lots your client should sell and what sales method to use.

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