FUND TAX

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 local fund-level tax returns, including Form 1065s and K-1s in the US, SA800s in the UK and Luxembourg forms 200, 205 and 300.

You can sign up for a demo of the product here to see how Carta’s Fund Tax solution works and how it can streamline your tax processes.

Carta Fund Tax simplifies tax season for your LPs by collecting necessary details, such as name, taxpayer ID, address and entity type, well in advance to avoid delays in tax form preparation.

Once the forms are ready, LPs can track their progress through the LP portal and easily download completed documents, like Schedule K-1s for US-based funds, directly from the platform.

Easily work with your dedicated tax team by scheduling a 1:1 meeting through the platform or by messaging with them directly for comprehensive support as you need it.