Tax season often brings unexpected delays and a frustrating amount of back-and-forth communication. Understanding what’s going on with your returns and when to expect K-1s for your LPs is nearly impossible when you’re sifting through emails from your fund admin and tax firm.
Last year, we released the Tax Dashboard to solve this and provide more visibility and control to GPs. For the 2025 tax year, we’ve introduced our GP Questionnaire to ensure your tax season is smoother and faster than ever.
Proactive data collection
At a traditional tax firm, they don’t understand the complexity of your return until they begin working through it. At Carta, we have the power of your fund’s data on our side and can more accurately predict your delivery dates.
Rather than waiting for the new year to scramble for input, we’re collecting key information before tax season officially begins.
We've designed the GP Questionnaire as a quick, easy survey that asks for details about your entities, investments, and firm.
This short, focused exercise gives us the data we need before the filing rush starts. By collecting this information ahead of time, we can more effectively allocate the right resources to your return, helping us operate with greater efficiency.
Greater visibility, fewer surprises
You shouldn’t have to wonder if your fund administrator has all the necessary information to file your returns accurately and on time. With the GP Questionnaire, we’re giving you greater visibility into the data collection process and eliminating potential surprises down the line.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. © 2026 Carta. All rights reserved. Reproduction prohibited.
