Uploading Records To CBRS

You can submit your cost basis records to CBRS by entering your asset and tax lot records into an MS Excel spreadsheet. In this section we will show you how to download the spreadsheet template, prepare the spreadsheet, upload the spreadsheet, display records uploaded via the spreadsheet, verify the file was sent, and correct spreadsheet errors.

The first section below provides a high-level overview of the CBRS record upload process. For more information about each step in that process, expand the subsequent sections.