Prepare your company and employees for tax filing season

Carta’s tax filing resources help you understand key tax filing dates and provide resources to guide your employees through tax season.

Tax filing timeline Web - past dates version

Key tax resources

Tax filing deadlines

About tax filing deadlines

About tax filing deadlines

Startups and other businesses classified as corporations and LLCs should keep in mind several important dates for filing business taxes.

What is form 3921

About Form 3921

About Form 3921

If your employees exercised ISO stock options in 2022, you’re legally required to file one 3921 form per ISO exercise to inform the IRS of ISO compensation.

Tax Advisory main card

About Carta Tax Advisory

About Carta Tax Advisory

Tax Advisory helps employees understand how their equity compensation is taxed via webinars and personalized 1:1 sessions—saving your company time and resources.

Support for employees

Help your employees prepare for tax season

Stock Taxes

How are stock options taxed?

How are stock options taxed?

If employees exercised and/or sold stock options this year, here’s what they need to know.

AMT graphic explainer

What is AMT?

What is AMT?

When employees exercise ISOs, they need to pay either ordinary income or the alternative minimum tax – whichever is higher.

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What is an 83(b) election?

What is an 83(b) election?

If employees early exercised equity, they’ll need to file an 83(b) election within 30 days of exercise to receive potential tax advantages. Here’s what you need to know.

Empower your team this filing season and beyond

Carta Tax Advisory helps employees make informed decisions about their equity and taxes, on the same platform they already receive equity.