Carta Fund Tax for PE
Unlock a seamless tax season
Connect your back office
Simplify your back office with a single point of contact for your fund accounting and tax needs.
Get real-time reporting
Make end-of-year filings easy with your fund's activity and investors’ allocations calculated in real-time.
Exceed LP expectations
Impress your LPs and prepare them for tax season with a draft K-1 just days into the new calendar year.*
The Carta experience
With your fund accounting and taxes managed in one place, you experience a smooth end of year, every year.
On the first day of the quarter, surprise your LPs with draft K-1s detailing their projected liability before tax season, reducing their need to file for extensions.
Whether it's taking care of your Form 1065s and K-1s or ensuring any additional state tax documents get filed—Carta Fund Tax has you covered.
Consolidate your tax and fund administration providers, eliminating much of the relay that causes K-1 delays.
* Subject to timely completion of data requirements.