• Cost Basis Reporting Service (CBRS)

    This learning content will familiarize you with the features and functionality of the Cost Basis Reporting Service (CBRS). Getting Started The CBRS Overview webcasts explain how to perform important CBRS functions. The CBRS User Guide is a comprehensive (150+ page) reference guide. For Important Notices, FAQs, Record Layouts and other technical documents, visit the...
  • CBRS Documentation

    This section is dedicated to CBRS Important Notices & Fee Schedule, User Guides & FAQs, Record Layouts and other Technical documentation. You may need to login to view this content. CBRS Important Notices & Fee Schedule CBRS User Guides & FAQ Documents CBRS Record Layouts/Technical Documents Additional CBRS record layouts can be downloaded...
  • Using CBRS

    The learning content in this section includes the 7-part CBRS Overview webcast series and other procedural and function-focused training resources designed to help you use the Cost Basis Reporting Service (CBRS). Use the CBRS Overview and CBRS Procedures menu items at left to learn more.
  • CBRS Overview

    View this 7-part CBRS Overview webcast series to learn about the important features and functionality of the CBRS application. If you are unable to see the webcasts below, you need to log in to the Learning Center.  

No results found

No results found

No results found

No results found