Deliver your K-1s by March 15

For many fund managers, K-1 challenges are the same every year. Manual reconciliations require heavy back-and-forth, and errors demand extensive recalculations. Your fund has to file for extensions, so your LPs have to file for them, too. 

It’s become an industry norm, but your next tax season can be different. In 2026, Carta delivered 32,300 K-1s by March 15 with the majority of customers receiving information by January 31. 

Here's how Carta gets K-1s done. 

• 32,300 K-1s by March 15

• 55,000 K-1s by mid-May

• 2x year-over-year volume growth

Delivering K-1s by March 15 means you can submit 1065s on time and LPs have the full month to submit their returns—without having to file for extensions because you were late. 

Data becomes documents faster with Carta

Stage 1: Carta reviews, flags, and fixes data

Carta automatically reviews your information and compares prior to current years. It flags missing or incorrect data, such as LP names, entity structures, and transaction mismatches, and proposes fixes so accountants know exactly where to start. 

Stage 2: Carta generates K-1s and 1065s

Carta compresses the traditional tax-prep process to quickly create K-1s and 1065s. Firms avoid manual back-and-forth because Carta pulls your integrated financial data from Carta Fund ERP, embedding clear traceability to support accountant review. 

Stage 3: A Carta accountant reviews and signs your filings

Carta has more than 400 fund accountants, tax advisors, and valuation professionals who verify filings are accurate before signing. They skip lengthy manual reconciliation and data entry steps because your fund and tax information already live on the same data layer. Instead, accountants focus their expert judgment on resolving exceptions and reviewing filings to finalize delivery. 

Ready. Set. File.

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How fund data flows into tax data

Carta handles high-precision, high-volume fund operations on time, because it's built on a verified system of record and supported by accountants before finalization. 

Carta’s infrastructure makes it possible: When fund activity happens on Carta, data flows from the general ledger into Carta Fund Tax. No manual bridging. No translation layer. No data leaving the system.

This is how you leave tough tax seasons in the past and deliver on time. 

Drive LP satisfaction

It’s easier to ensure LP satisfaction when you deliver K-1s on time. Timely delivery lets LPs plan around the numbers and file their own taxes—without additional headaches, like emailing you for updates and filing for extensions. 

Carta also provides Express K-1s for eligible funds, delivering accurate, accountant-signed estimates so LPs can file without waiting for final IRS forms. 

A better tax pipeline year over year

Carta leads the industry in fund administration—and current capabilities are just the beginning. 

Carta's tax capabilities expand each year, enabling delivery across more complex fund structures on tighter timelines.

Faster K-1 delivery will extend across more complex fund structures, including continuation vehicles, multi-entity platforms, and international LPs.

Expert fund accountants stay in the loop, providing accuracy and compliance in support of scalability, so tax season gets easier year over year for everyone.

32,300 K-1s by March 15. 400+ fund accountants, tax advisors, and valuation professionals. Every return accountant-reviewed.

Experience a smooth end-of-year

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