Take the first step to faster, easier K-1s

Author: Tyler Haberman
Read time: 1 minute
Published date: 29 October 2025

Collect key information before tax season officially begins with a quick survey that asks for details about your entities, investments, and firm.

Proactive data collection

At a traditional tax firm, they don’t understand the complexity of your return until they begin working through it. At Carta, we have the power of your fund’s data on our side and can more accurately predict your delivery dates.

Rather than waiting for the new year to scramble for input, we’re collecting key information before tax season officially begins.

We've designed the GP Questionnaire as a quick, easy survey that asks for details about your entities, investments, and firm.

This short, focused exercise gives us the data we need before the filing rush starts. By collecting this information ahead of time, we can more effectively allocate the right resources to your return, helping us operate with greater efficiency.

Greater visibility, fewer surprises

You shouldn’t have to wonder if your fund administrator has all the necessary information to file your returns accurately and on time. With the GP Questionnaire, we’re giving you greater visibility into the data collection process and eliminating potential surprises down the line.

Kickstart Tax Season with the GP Questionnaire

Proactive data collection to streamline your tax preparation and speed up K-1 delivery.

Author: Tyler Haberman
Tyler is a Lead Product Marketing Manager at Carta.