Carta Tax | Resources Library

Carta tax resources

Expert equity education and tax resources for your team

Resources for employers

Download employer materials such as templated announcements and All-Hands slides.

Resources for employees

Are you an employee with access to Carta Tax Advisory? Download an FAQ, one-pager and other resources for employees here.

Additional resources

Scope of service

Read the agreement that sets out what services Carta Tax Advisory can provide to you and your team.

Book your tax advisory session

Explore the support article showing how employees can book their 1:1 tax advice sessions through the Carta platform.

Understanding QSBS

Get an overview of the Qualified Small Business Stock (QSBS) tax benefit from our blog and understand your eligibility.

Taxes on equity

Read our blog to gain an understanding on how equity is taxed, how to exercise your options, and sell your shares.