FUND TAX
Experience a smooth end-of-year, every year
Navigate every tax season like a pro
Streamline communication
Partner with one point of contact for your fund accounting and tax needs.
Access a connected solution
AI agents continuously monitor fund activity for prior return changes.
Receive tailored support
Schedule 1:1 sessions with tax experts to better understand your returns.
Fund and tax management, streamlined
AI agents extract and map data from one connected ERP so tax package drafts are ready as soon as books close.
Leverage one source of truth
Stay ahead of tax season
Optimize your filings
Go beyond taxes—get services and solutions to optimize your entire fund.
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FAQs
You have questions, we have resources and answers.
Agents extract and structure data directly from source documents, then apply our embedded tax rules, logic, and calculations across entities. Automated health checks continuously validate and reconcile returns, so straightforward filings move forward without delay and complex cases get more expert attention.
Carta will work with you to prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed). Learn more about what is included here.
As an add-on service, Carta can also help to prepare and file returns for your GP entity and management company.
Yes, Carta Fund Tax can support US tax filings for funds with international LPs and/or international investments as an add-on package, which includes up to 5 international holdings and up to 20 international partners.
In addition, Carta also supports Schedule K-1s for global funds with US LPs.
Learn more here.
Tax professionals will collect your LPs' information prior to tax season (such as name, taxpayer ID, address, and entity type) to minimize delays in the preparation and delivery of Schedule K-1s.
LPs can also access the LP portal for progress on their K-1s, with the ability to view and download them when they are ready.
Easily work with your dedicated tax team by heading to your Fund Tax dashboard and scheduling a 1:1 meeting (even for the very same day) or by messaging with them directly for comprehensive support as you need it.
Experience a smooth end-of-year
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