Compliance
Built-in EMI & CSOP compliance
Carta keeps track of scheme limits and HMRC deadlines, so you can run your share plan with confidence.
Centralise plan data
Everything you need to know to keep your share scheme compliant, in one place.
Secure tax benefits
Carta monitors EMI & CSOP grant limits and valuation deadlines relating to your scheme.
Get investment-ready
A complete record of HMRC filings lets investors know you’re compliant and investable.
Why Carta?
Carta auto-populates HMRC reports with your share plan data, and has built-in reminders when your valuation is close to expiry.
See the status of your equity plans at a glance from the compliance centre, and never lose sight of a pending deadline or looming limit again.
Relax in the knowledge that your equity isn’t just stored on Carta, but monitored against external rules and deadlines.
In order to qualify for preferential tax treatment, you need to periodically report on employee-related share activity. Learn about the process of filing to HMRC.
Keep your share plan compliant
Our in-app compliance features are available on every Carta plan.