3 years ago 9/29/2022

[**Audit Support Document Dashboard**](https://releasenotes.carta.com/audit-support-document-dashboard-1MfvWg)

#### Audit Support Document Dashboard Update

_What\'s new?_

Today we’re launching our internal audit support tracker. The Carta Fund Administration team can track which documents are missing for audit purposes. This helps our team provide a smoother end-of-year experience.

_What’s important or valuable about this change?_

This will streamline how you engage with your fund admin team, especially as the end of year approaches.

Currently we are able to track documents including:

- Formations documents (i.e., Certificate of Entity, EIN Confirmation, LPA)
- Subscription agreements
- W-8 / W-9
- Commitment change documents, including transfers
- Investment documents
  - New investment events for preferred equity, convertible debt, and SAFEs
- Bank statements
- Legal invoices

Your fund administration team can also track partner documents, alerting you to anything that is missing when appropriate.

_What do I need to do?_

Continue to submit documents throughout the year. Our fund administration team will alert you if anything is missing, using this new feature.

Patrick Driscoll