01
Bring the record together
Reconcile a controlled asset source package to durable entities, assets, and Book, Federal, and AMT opening positions.
Annual basis close for tax firms
One basis record. One annual close. The evidence stays with it.
Exabasis connects controlled source data, basis calculations, evidence, and review in one traceable annual close for CPA firms and internal tax teams.
Exabasis · annual basis close
Book · Federal · AMT
Three exact asset-basis views
Valid time · record time
History from both coordinates
Preparer · reviewer
Independent close approval
How it works
A close built to survive the next question
The source package, calculations, exceptions, review decisions, and approved data stay connected as the work moves from intake to the following year.
02
Calculate the year
Roll forward supported depreciation, shareholder basis, and activity limitations with exact decimal arithmetic and dated rule material.
03
Explain and review
Trace retained results to their source facts, calculation evidence, and correction history, then move the close through independent review.
04
Release and carry forward
Seal an approved exact-data package and carry supported closing positions into the next tax year without rebuilding the record.
The product
Basis work, held together
Exabasis gives the annual close a durable home across sources, calculations, evidence, and people.
See the full product01
Firm portfolio
Work from an entity-centered directory with explicit client assignments for preparers, reviewers, and viewers.
02
Controlled intake
Tie asset-register imports to independent count, cost, and opening-balance controls before they enter the ledger.
03
Inside basis
Keep Book, Federal, and AMT depreciation schedules on one correction-aware asset record.
04
Owner and activity basis
Carry S-corporation stock, debt, at-risk, and passive positions across supported years, with section 461 evaluated at the annual gate.
05
Why views
Open retained projections and S-corporation aggregates into their source lineage, historical coordinates, and decision evidence.
06
Annual-close review
Keep evidence, findings, replies, reviewer decisions, approval, and exact-data release attached to one versioned close.
Technical confidence
The evidence travels with the result
Exact decimal amounts, immutable source lineage, dated rule material, and attributable review preserve how a retained result came to be.
Explore the trust model- Amounts
- Exact decimals
- History
- Append-only corrections
- Review
- Attributable maker-checker trail
Start with real work