Carta can now file your fund and SPV taxes

Carta can now file your fund and SPV taxes

Author: The Carta Team
Read time:  1 minute
Published date:  September 14, 2023
Carta Fund Administration now offers in-house fund and SPV tax preparation, finalization, and filing—in addition to back office management and quarterly reporting.

As year-end approaches, Carta Fund Administration has an exciting announcement to share: We’ve expanded our tax services. Starting this year, our in-house team of tax experts prepare, finalize, and file your fund and SPV taxes.

Carta already manages your back office and makes quarterly reporting a breeze. Now we’re simplifying tax season, too. You’ll receive accurate, year-end tax filings for you and your LPs. With fund administration and tax prep all in one place, you’ll avoid the hassle of working with additional third-party providers—collecting and sending dozens of documents from one place to another.

We deliver the following documents to you and your LPs directly through the Carta platform and file copies with the relevant tax authorities: 

  • Form 1065s: We now prepare and file Form 1065 with the IRS. Partnerships, including many fund advisers, use these federal tax forms to declare profits, losses, revenue, expenses, and other financial information. 

  • Schedule K-1s: We also prepare and distribute Schedule K-1s to your LPs directly on our platform. LPs use Schedule K-1s to declare profits, losses, and other dividends on their tax returns.

  • Additional state filings: Our tax team will also prepare and file or distribute any additional required state tax documents. 

Simplify tax season with Carta's in-house fund & SPV tax services.
Learn more

The Carta Team
While we believe in assigning ownership at Carta, this blog post belongs to all of us.
DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a Carta Inc. ("Carta").  This communication is for informational purposes only, and contains general information only.  Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2023 eShares Inc., d/b/a Carta Inc. ("Carta"). All rights reserved. Reproduction prohibited.