Carta Fund Tax: Experience a Smooth End-of-Year | Carta Europe
FUND TAX
Experience a smooth end-of-year, every year
Unlock a seamless tax season with the power of experienced fund tax professionals supported by AI agents.
Navigate every tax season like a pro
Streamline communication
Partner with one point of contact for your fund accounting and tax needs.
Access a connected solution
AI agents continuously monitor fund activity for prior return changes.
Receive tailored support
Schedule 1:1 sessions with tax experts to better understand your returns.
Fund and tax management, streamlined
AI agents extract and map data from one connected ERP so tax package drafts are ready as soon as books close.
Leverage one source of truth
Eliminate the back-and-forth between providers during an already busy season. With your fund’s activity in one place, the information needed to prepare returns is readily available.
Stay ahead of tax season
Get tax returns and filings delivered directly to your Carta dashboard. With a real-time view into your returns' progress, you'll always know when they're ready to share or file – without needing to ask.
Optimise your filings
Work with a team that understands the complexities of fund tax, so you can trust that all documents are covered, from Form 1065s and K-1s in the US to SA800s in the UK and Luxembourg forms 200, 205 and 300.
Go beyond taxes, get services and solutions to optimise your entire fund.
FAQs
You have questions, we have resources and answers.
How is Carta using AI for my tax returns?
What is included in Carta Fund Tax?
Where can I interact with the Fund Tax product?
How does Carta Fund Tax help my LPs?
What kind of support do Carta’s tax experts provide?
Experience a smooth end-of-year
Unlock a seamless tax season with accurate, trusted returns from real tax professionals.