Year-end fund tax and audit guide

Our team understands the challenge of pulling together fund tax and audit information in the right place, at the right time. We’ll take care of your end-of-year preparation so you can get back to what really counts.

Carta’s year-end checklist simplifies the process by listing out the milestones you’ll complete for a smooth tax and audit season, including:

When legal documents should be shared with your fund admin
When to sign up with an audit provider
How to engage with your tax partners
Expense and investment support considerations

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. ©2024 eShares Inc., d/b/a Carta Inc. (“Carta”). All rights reserved. Reproduction prohibited.