Docs
How BasisBridge works, step by step
How it works
The operating loop
Send your files
Send your exchange CSV exports + your 1099-DA totals (secure intake list provided after checkout — never send passwords or API keys).
We run the reconciliation
We run the reconciliation engine + a human exception review: every blank-basis sale FIFO-reconstructed, every mismatch and transfer-in flagged with its evidence.
You get the pack in 5 business days
You get the pack in 5 business days: 8949-ready workbook, exception list, evidence index, and a one-page CPA handoff memo.
Method note
FIFO by default, per account, documented in the pack. Lot pools are never co-mingled across accounts/wallets — send one file set per account. A client who has consistently used a different lot method notes it at intake; that path is handled as a manual lot order under the SOP and labeled in the pack — it is a manual process, not an engine feature. The engine runs FIFO.
Variance check
Total proceeds are checked against the 1099-DA total: MATCH when the variance is within $1.00, otherwise the pack carries “VARIANCE — investigate before filing” and the Tie-Out Promise applies.
Retention rule
Working copies of client files are deleted 30 days after delivery, and the deletion is logged. Files are held in private storage, one file set per account/wallet.
Intake fields
- Name / email
- Tax year(s)
- Exchanges & wallets involved
- Approximate disposal count
- Package
- CPA firm (if the pack goes to them)
Our guarantee
If our proceeds total doesn't tie to your 1099-DA total, we keep working until the variance is explained line-by-line or you get a full refund. Basis figures we cannot evidence are flagged as exceptions, never invented.
FAQ
The questions everyone asks
Do you file my return?
No. Records reconciliation only; we are not a CPA firm and give no tax advice.
What method?
FIFO by default, per account, documented in the pack. If your records support a different lot method you've consistently used, note it at intake and we reconcile on that basis and label it.
What about DeFi / self-custody sales with no 1099-DA?
Include the wallet exports; disposals with no broker form are reconciled and listed separately so nothing is silently dropped.
Security?
CSVs and forms only — never passwords, seed phrases, or API keys. Files deleted from working storage 30 days after delivery (retention note in the pack).
What if my records are incomplete?
You get the exception list showing exactly which evidence is missing per lot — that list alone is the roadmap to closing the gap.
Your 1099-DA shows what you sold. Rebuild what you paid.
Flat price. No API keys to hand over. No software to learn. The pack in 5 business days — proceeds tied to your 1099-DA total, to the dollar, or the variance explained.