Tax and audit | support.carta.com

Fund administration

How to set up Single Sign-On (SSO) for Fund Administration firms
Fund Forecasting
Limited partners
Auditors & tax providers
Vauban
US Fund Admin office closures

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First steps
Data Warehouse
How to Increase Carry Visibility with GP Member Experience
Build and manage your ManCo budget with Claude for Excel
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Investment management
ASC 820
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Tax and audit
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Tax and audit

How to update an LP's W8 or W9 document
Third Party Tax: A Guide to Year End
Carta Fund Tax: A complete guide to tax and audit season
What are Carta VC's consent requirements for non-US tax support?
How to export the Portfolio security report
How to setup instant access K-1s : a guide for GPs

Carta Launch

Resourses for Carta Launch users to learn about issuing equity, managing stakeholders, and more

LLCs

Resources for customers using Carta's LLC product

LP Portfolio Analytics

Analyze portfolio performance and make data-driven decisions at speed

Carta CRM

Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.