Taxes & compliance | support.carta.com

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Getting started

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Company account settings

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409A valuations

Learn about 409A valuations.

Fundraising

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Managing stakeholders

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Issuing equity

Learn how to issue equity easily.

Exercises & transactions

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Taxes & compliance

Understand taxes and compliance with Carta.

Financial reporting

Learn about financial reporting using Carta.

Reports

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Taxes & compliance

How to manage employee tax withholdings

Guide to managing employee tax withholdings.

How to use the Compliance & Tax hub

Learn how to use the Compliance & Tax hub.

Guide to federal exemptions

Understand federal exemptions.

How to track 83(b) election filings for early exercised option grants

Learn how to track 83(b) election filings.

How to manage 83(b) for PIUs

Understand how to manage 83(b) for PIUs.

How to manage ISO $100K limits

Learn to manage ISO limits efficiently.

How to adjust the taxes on an approved exercise

Learn how to adjust taxes on approved exercises.

Why are Social Security Numbers and Tax IDs required?

Understand the requirement for Social Security Numbers and Tax IDs.

How to send Rule 701 disclosures

Learn how to send Rule 701 disclosures.

How to report Beneficial Ownership Information

Guide to reporting Beneficial Ownership Information.

Guide to GDPR compliance

Understand how to comply with GDPR.

Guide to ASC 718 & 505-50

Understand ASC 718 & 505-50 compliance.

What is ASC-505-50?

Learn about ASC-505-50.