FUND TAX

Experience a smooth end-of-year, every year

Unlock a seamless tax season with accurate, trusted returns from real tax professionals.

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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
Ensure accurate returns with all of your fund’s activity in one place.
Receive tailored support
Schedule 1:1 sessions with tax experts to better understand your returns.

Fund and tax management, streamlined

Experience a more efficient tax season, with a single platform to manage it all.

Eliminate the back-and-forth between providers during an already busy season. With your fund’s activity in one place, the information needed to prepare returns is readily available.

Get tax returns and filings delivered directly to your Carta dashboard. With a real-time view into your returns' progress, you'll always know when they're ready to share or file – without needing to ask.

Work with a team that understands the complexities of fund tax, so you can trust that all documents are covered, from Form 1065s and K-1s in the US to SA800s in the UK and Luxembourg forms 200, 205 and 300.

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FAQs

You have questions, we have resources and answers.
Do I need to be on the Carta platform to access Carta Fund Tax?

Yes, Carta Fund Tax services are an add-on to our Fund Administration solution. Learn more about Fund Administration here .

What is included in Carta Fund Tax?

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.

Where can I interact with the Fund Tax product?

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.

How does Carta Fund Tax help my LPs?

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.

What kind of support do Carta’s tax experts provide?

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.