What's new
Carta fund tax now includes quarterly tax estimates for GPs to share with their LPs. For funds with in-quarter transactions to report to LPs, tax estimates are prepared and uploaded as PDFs to the Carta platform for you to view and share with LPs 15 days after quarter-end. For funds without transactions to report, estimates are prepared upon request.
Why it matters
LPs increasingly expect tax visibility throughout the year, rather than waiting for their K-1 at year-end. With quarterly estimates, GPs can now give their LPs earlier insight into estimated tax positions—helping LPs plan quarterly payments, avoid surprises, and feel better served.
How it works
Quarterly tax estimates are prepared with a custom-built skill in the Carta Command Line Interface (CLI). The skill pulls the automated tax workbook, flags missing gaps, and packages it into a ready-to-share PDF, all within Carta's secure environment. No manual assembly, no data leaving the system.
