FUND TAX

Experience a smooth end-of-year, every year

Unlock a seamless tax season with accurate, trusted returns from real tax professionals.

Streamline communication
Partner with one point of contact for your fund accounting and tax needs.
Access a connected solution
Ensure accurate returns with all of your fund’s activity in one place.
Receive tailored support
Schedule 1:1 sessions with tax experts to better understand your returns.

Fund and tax management, streamlined

Experience a more efficient tax season, with a single platform to manage it all.


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Eliminate the back-and-forth between providers during an already busy season. With your fund’s activity in one place, the information needed to prepare returns is readily available.

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Get returns and K-1s delivered directly to your Fund Tax dashboard. With a real-time view into your returns' progress, you'll always know when they're ready to share or file—without needing to ask.

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Work with a team that understands the complexities of venture and private equity fund tax, so you can trust that your Form 1065s, K-1s, or other state tax documents are covered.

Go beyond taxes—get services and solutions to optimize your entire fund.

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FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access Carta Fund Tax?

Yes, Fund Tax is an add-on to the Fund Administration solution, so you will need to be onboarded to the Carta platform to access this product.

Learn more about Fund Administration here .

What is included in Carta Fund Tax?

Carta will work with you to prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed). Learn more about what is included here .

As an add-on service, Carta can also help to prepare and file returns for your GP entity and management company .

Does Carta support funds with global investments or LPs?

Yes, Carta Fund Tax can support US tax filings for funds with international LPs and/or international investments as an add-on package, which includes up to 5 international holdings, and up to 20 international partners.

Learn more here .

How does Carta Fund Tax help my LPs?

Tax professionals will collect your LPs' information prior to tax season (such as name, taxpayer ID, address, and entity type) to minimize delays in the preparation and delivery of Schedule K-1s.

LPs can also access the LP portal for progress on their K-1s, with the ability to view and download them when they are ready.

What kind of support do Carta’s tax experts provide?

Easily work with your dedicated tax team by heading to your Fund Tax dashboard and scheduling a 1:1 meeting (even for the very same day) or by messaging with them directly for comprehensive support as you need it.