Mar 12, 2024 · Included in the base Carta Fund Tax Preparation package, Carta will work with you to: Prepare and file your funds's federal tax return (Form 1065); Prepare and ...

Jan 12, 2024 · Use the Fund documents tab to view delivery dates of tax documents, download K-1s, and understand your income and loss across your investments. Let's walk ...

Jan 9, 2024 · Let's walk through it: Entity tab: View the completeness of your LPs tax information and estimated K-1 delivery dates across your funds; Limited partners tab: ...

Mar 20, 2024 · ... Home · Community · Contact support · Go to Carta · Support videos; Explore Explore. Expand search. Search. Search. "" Close search. Carta VC Tax & Audit ...

Nov 15, 2023 · A Complete Guide to Tax Season ... We know tax season is a stressful time for any fund manager — and we're here to get you through it. Check out our guides below:.

Nov 1, 2023 · Introducing: Carta Fund Tax. Manage your fund accounting and taxes ... When expanded it provides a list of search options that will switch the search inputs to ...

Oct 19, 2023 · From this page, they will be able to view all of the available documents for the fund investments they have made. Tax documents can be viewed and downloaded by ...

Apr 3, 2024 · Complete audit notes and financial statements in the Carta platform. You can view a sample of the audited financial reporting package here. Distribute audit ...

Dec 15, 2023 · Welcome to Carta's Audit Document Portal. Here, you can easily view and download your clients' audit documents from Carta.

May 26, 2024 · Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership. Fund stock options. Investments ...