Unlock a seamless tax season with accurate, trusted returns from real tax professionals.
Experience a more efficient tax season, with a single platform to manage it all.
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.
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.
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.
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 .
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 .
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 .
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.
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.