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Infographic Guide: Company Tax Reporting Requirements

Check out our visual, step-by-step guide for understanding when and how to report taxes related to your stakeholder’s ISOs, NSOs, RSUs, and RSAs.
 
Download the infographic to learn:
 

  • When you are required to report and what forms are needed
  • The different requirements for employee vs. non-employee stakeholders
  • How selling and receiving payment on Carta impacts reporting

Fill out the form below to access the infographic

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. ©2023 eShares Inc., d/b/a Carta Inc. (“Carta”). All rights reserved. Reproduction prohibited.