Fund ERP

This is Fund Tax, part of tax and compliance in Carta's ERP for private capital. Tax preparation can be a daunting task, with changing regulations, disconnected providers, and LP expectations all needing careful management. With all of your Fund's activity already on Carta, the information needed to prepare returns and K-1s is in one place, so our in house tax experts move faster, and you have full visibility into the process. Let's start the questionnaire to see how it works. At year end, investor information and entity data is automatically aggregated, so you can quickly note any significant updates that would impact your returns. From U. S. Domiciled SPVs to multi entity structures with international portfolio companies, we can deliver timely and accurate returns, no matter the complexity. The Tax Dashboard flags tasks that need your action and any potential factors, like missing partner data, that could delay the delivery of a K-1. You'll have full ownership of how your LPs are contacted and how their K-1s will be delivered. Request missing partner data using Carta's standard templates or your own custom email. If you have questions, a dedicated expert is only a click away. Once we have what we need, Carta's AI tax agent extracts the data from across the platform and starts preparing the return. It then hands off to a licensed CPA to finalize the output. As your returns are completed, you'll go through a simple workflow to review them. From here, share K-1s with your LPs, with the ability to grant access to wealth managers, CPAs, or legal representatives. Finally, sign and e-file with a click. We'll file with the IRS and keep you in the loop as returns are accepted. But that's not all. Throughout the year, Carta generates quarterly tax estimates to give your LPs earlier insight into their tax positions, so they can plan payments and avoid year end surprises. And as early as November, eligible funds receive K-1 estimates, containing all the actual K-1 data, just without the physical IRS form, so LPs can get a head start on filing well before final returns arrive. Only Carta's ERP connects your general ledger, investor data, and tax filing into one system of record.