Tax season can be a stressful, high-stakes period for GPs and their LPs. At traditional fund admins, getting updates often means chasing down answers over email—leading to long wait times, constant back-and-forth, and a lack of clarity on return progress.
When LPs ask about K-1s, GPs are often left waiting on responses from their fund admin, creating friction and communication gaps during the most time-sensitive period of the year.
Carta’s Tax Dashboard is designed to change that. It centralizes tax activity, clarifies next steps, and gives GPs and LPs real-time insight into where everything stands.
Transparency and consolidation
The Tax Dashboard helps you track every stage of the tax return process without leaving Carta:
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View the current status of each entity’s return
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Understand task ownership and next steps at a glance
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Stay ahead of deadlines with a clear timeline
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Find relevant tax documents in one centralized tab
Prioritizing you and your returns
Whether you’re coordinating with LPs or responding to time-sensitive questions, Carta gives you tools and support that help you stay proactive:
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Answer LP inquiries with up-to-date status and documentation
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Access 1:1 help from Carta tax professionals right from your dashboard
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Reduce wait times and minimize back-and-forth with built-in task visibility
Why this matters:
Tax season is one of the most critical times of year—and one of the most complex. With Carta’s Tax Dashboard, GPs gain a single source of truth for tax operations, making it easier to keep LPs informed, avoid surprises, and meet deadlines with confidence.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba 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. ©2025 Carta. All rights reserved. Reproduction prohibited.
