Give the gift of clarity: Express K-1s
Give the gift of clarity: Express K-1s
Authors:
Tyler Haberman, Shelby Whitefield, CPA
Read time:
1 minute
Published date:
January 6, 2026
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
Contents
Your investors need to make tax payments quarterly, but without up-to-date figures, they struggle to calculate accurate estimates. Instead, they rely on safe harbor rules to avoid penalties or unexpected payments later on. You want to provide clarity to your investors, but calculating and providing these estimates introduces a resource drag at key times of the year.
Delivering accuracy by December 25
This year, we delivered Express K-1s as early as Christmas, well ahead of the January 15 estimated tax payment deadline.
Express K-1s leverage the reconciled financials already maintained in Carta to provide a transparent look at fund activity. Because your fund data sits within our connected ERP network, we can bypass the delays that come from working with disconnected fund admin and tax providers, with the same health checks you expect.
Avoid the snowball effect
Each year, around extension and filing deadlines, requests from individuals and partnerships invested in your fund start to pour in. This creates a scramble to get estimates to LPs —a scramble that compounds as deadlines get closer. By delivering actionable tax estimate information ahead of schedule, you're providing a clear and transparent look at up-to-date fund financials without the guesswork and stress of prior years.
Author: Tyler Haberman
Tyler is a Lead Product Marketing Manager at Carta.
Author: Shelby Whitefield, CPA
Shelby is a CPA with over 10 years of experience in tax accounting and compliance. Currently, Shelby works in Tax Operations at Carta, helping to bridge the gap between technical tax advisory and product development to build better solutions for customers.