# 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.

## Navigate every tax season like a pro

### Streamline communication

Partner with one point of contact for your fund accounting and tax needs.

### Access a connected solution

AI agents continuously monitor fund activity for prior return changes.

### Receive tailored support

Schedule 1:1 sessions with tax experts to better understand your returns.

## 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

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

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

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.

## Change Agents Briefing

In the fast-moving world of AI, change is the only constant. Stay up-to-speed on our latest intelligence innovations at the Change Agents blog.

## FAQs

You have questions, we have resources and answers.

### How is Carta using AI for my tax returns?

### What is included in Carta Fund Tax?

### Does Carta support funds with global investments or LPs?

### How does Carta Fund Tax help my LPs?

### What kind of support do Carta’s tax experts provide?

## Experience a smooth end-of-year

Unlock a seamless tax season with accurate, trusted returns from real tax professionals.