QSBS Calculator

QSBS calculator

The qualified small business stock (QSBS) tax exemption is one of the few ways you could avoid paying any capital gains tax when you sell your equity. But calculating your QSBS can be complicated. Download our free QSBS calculator to estimate your potential tax savings.

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How do I know if my shares are eligible for QSBS?

Carta’s QSBS Calculator uses the following information:

Number of shares you’d like to sell
Holding period
Cost basis
Sale price (hypothetical sale price)

Get expert guidance on QSBS

Carta Tax Advisory can help you and your team learn how to take advantage of QSBS and model different tax scenarios for you, so you can make informed decisions about your equity.

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DISCLOSURE: This calculator is provided for your informational purposes only by eShares, Inc. dba Carta, Inc. (“Carta”). Carta does not provide legal, tax, or financial advice, and the use of this calculator 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. USE OF THIS CALCULATOR IS ENTIRELY AT YOUR OWN RISK, AND CARTA ASSUMES NO LIABILITY FOR THE USE OF OR RELIANCE ON THIS CALCULATOR. Carta does not guarantee this calculator’s applicability or accuracy in regard to your particular circumstances. This calculator is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.