Streamline communication
Partner with one point of contact for your fund accounting and tax needs.
FUND TAX
Experience a smooth end-of-year, every year
Unlock a seamless tax season with the power of experienced fund tax professionals supported by AI agents.
Fund and tax management, streamlined
AI agents extract and map data from one connected ERP so tax package drafts are ready as soon as books close.
Leverage one source of truth
Leverage one source of truth
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.
Stay ahead of tax season
Stay ahead of tax season
Get returns and K-1s delivered faster with intelligent agents extracting and reconciling data directly from the source. With a real-time dashboard view, you'll always know when they're ready to share—without needing to ask.
Optimize your filings
Optimize your filings
Work with a team that understands the complexities of venture and private equity fund tax, so you can trust that your Form 1065s, K-1s, or other state tax documents are covered.
Related resources
FAQs
You have questions, we have resources and answers.
How is Carta using AI for my tax returns?
Agents extract and structure data directly from source documents, then apply our embedded tax rules, logic, and calculations across entities. Automated health checks continuously validate and reconcile returns, so straightforward filings move forward without delay and complex cases get more expert attention.
What is included in Carta Fund Tax?
Carta will work with you to prepare, file, and distribute your fund’s federal tax return (Form 1065), K-1s for your partners, and state filings (when needed). Learn more about what is included here.
As an add-on service, Carta can also help to prepare and file returns for your GP entity and management company.
Does Carta support funds with global investments or LPs?
Yes, Carta Fund Tax can support US tax filings for funds with international LPs and/or international investments as an add-on package, which includes up to 5 international holdings and up to 20 international partners.
In addition, Carta also supports Schedule K-1s for global funds with US LPs.
Learn more here.
How does Carta Fund Tax help my LPs?
Tax professionals will collect your LPs' information prior to tax season (such as name, taxpayer ID, address, and entity type) to minimize delays in the preparation and delivery of Schedule K-1s.
LPs can also access the LP portal for progress on their K-1s, with the ability to view and download them when they are ready.
What kind of support do Carta’s tax experts provide?
Easily work with your dedicated tax team by heading to your Fund Tax dashboard and scheduling a 1:1 meeting (even for the very same day) or by messaging with them directly for comprehensive support as you need it.