Private Equity

This is fund tax for private equity, part of tax and compliance in Carta's ERP for private capital. Fund tax can be a year round struggle with regulations, fund activity, LP expectations, and the responsiveness of a disconnected tax provider. With Carta's ERP, your fund financials, investor attributes, and tax documents are all connected, enabling our in house fund admin and tax teams to deliver faster, accurate k ones while providing visibility into the entire process. At year end, investor information and entity data is automatically aggregated, so you can quickly note any significant updates that would impact your returns.

From US domiciled SPVs to multi entity structures with international portfolio companies, we can deliver timely and accurate returns no matter the complexity. While we're collecting tax information, you can visit the tax dashboard to monitor the progress of each return. The tax dashboard flags tasks that need your action and any potential factors, like missing partner data, that could delay the delivery of a k one. You'll have full ownership of how your LPs are contacted and how their k ones will be delivered.

To simplify data confirmation, you can send individual or bulk requests for partner data utilizing Carta's standard templates or your own custom email. Once we have the data we need, Carta's fund tax experts begin preparing your returns. If you have any questions, a dedicated tax expert is only a click away. As your returns are finalized, you'll go through a simple workflow to review them.

From here, you can share k ones with your LPs with the ability to grant access to wealth managers, CPAs, or legal representatives. Finally, with a click of a button, you can sign an e file. We'll file with the IRS and keep you in the loop as returns are accepted. Only Carta's ERP connects your general ledger, investor data, and tax filing into one system of record.