Carta Fund Tax

Unlock a seamless tax season

Whether it's your funds, GP entities, or management company, Carta's got you covered.
K1 calendar overview on Carta
Icons - Icon | Fund Tax | "Connect your back office"

Connect your back office

Simplify your back office with a single point of contact for your fund accounting and tax needs.

Icons - Icon | Fund Tax | "Get accurate returns"

Get accurate returns

With your fund accounting and taxes managed in one place, you receive accurate year-end documents, every year.

Icons - Icon | Fund Tax | "Receive expert support"

Receive expert support

Our team of tax professionals bring years of expertise and are here to ensure no tax question goes unanswered.

The Carta experience

With your fund accounting and taxes managed in one place, you experience a smooth end of year, every year.

Tax document portal UI on Carta

Eliminate the back-and-forth between providers during an already busy season. With all of your fund’s activity on Carta, we have the information needed to quickly and accurately prepare returns.

Fund Tax Overview - Tax Filings

Whether it's taking care of your Form 1065s and K-1s or ensuring any additional state tax documents get filed—Carta Fund Tax has you covered.


Carta Venture Capital now offers in-house fund and SPV tax preparation, finalization, and filing.

Unlock a seamless tax season

Meet your partner for this and every tax season

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