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COMMON QUESTIONS

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18 answers

What is a cost segregation study?

A cost segregation study identifies parts of a qualifying property that may be depreciated over shorter recovery periods. Your tax professional can determine how the results apply to your return.

How do I know whether a study may be worthwhile?

Start with the free estimate. It gives you a preliminary view of potential first-year tax savings before you decide whether to purchase a study. Your tax professional can help evaluate how the result fits your return.

How much does a Basis study cost?

The free estimate has no charge. Residential study pricing is shown before checkout, and any optional add-ons are listed separately so you can review the full amount before paying.

How does the Basis process work?

Start with a free estimate. If you continue, purchase the study, complete the guided property intake, and submit it for professional review. Approved documents appear in your dashboard and property hub.

How is my property information protected?

Basis uses account-based access, protected report links, and secure checkout. Your property details stay inside the study workflow.

What information do I need for the free estimate?

You will need basic property details such as purchase price, land value when known, placed-in-service date, rental use, building type, renovations, and general construction details.

What happens after I purchase a study?

You complete the guided property intake, Basis reviews the submitted information, and the approved report package becomes available from your dashboard and property hub.

Can I save my progress and come back later?

Yes. Your answers save as you work. Return from your dashboard or property hub, and wait for the saved confirmation before closing a page.

What should I do if I do not know an answer?

Use the field-level information when available and check your property records. If you are still unsure, contact support instead of guessing.

Why can I not continue to the next step?

The current step may have a required answer or a value that needs correction. The page will identify the first item that needs attention.

Can I change an answer after I enter it?

Yes. While the intake remains open, return to an earlier step and update the answer. If the study is already under review, contact support before changing property facts.

When will my report be ready?

Timing begins after payment, a completed intake, any purchased add-on requirements, and professional review. Your dashboard and property hub will show the current status.

Where can I download my report?

Approved report documents appear together in the report package on your dashboard and property hub.

Can I share the report with my CPA?

Yes. Share the complete approved report package with your CPA so they can evaluate how it applies to your return and broader tax situation.

What should I do if something in my property details or report looks wrong?

Contact support from the affected property and describe the item that should be reviewed. Do not rely on a report detail you believe is incorrect.

What does Tax Year Filing mean?

Tax Year Filing records the return context and filing posture for the report. Depreciation calculations remain anchored to the property placed-in-service year.

Where can I find my saved estimate or study?

Sign in and open your dashboard. Active properties and available report documents appear there. If something is missing, contact support from the account you used to create it.

How do I get help with a payment or account question?

Open Contact Us while signed in and choose Pricing, payment, or account question. Include the property when relevant, but do not send card numbers or other sensitive payment information.

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