Who this affects
- Fund administration clients
- Android (Previously available on iOS)
Employees and Investors
iOS & Android
How it Works
Who This Affects
Why This is Awesome
Private companies can now report the complete list of all ISO dispositions and see exactly which dispositions qualify for tax incentives and which ones do not, along with Ordinary Income value and other information.
Under Capitalization > Reports, find the Disqualifying Disposition Report (ISO):
Select the reporting date range, acknowledge the report’s use of in-platform securities and transactions, and then export the report to Excel:
When the report finishes generating, it will be available in the Downloads menu:
The report shows info on Disposition Type, Ordinary Income, FMV and more. In order to be completely transparent, Excel formulas are used for Disposition Type, Ordinary income, First Qualifying Disposition Date, and Disqualifying Reason fields to show how they are calculated:
Private companies with tender offers or secondary ISO transactions captured in Carta.
Available now for all Private market customers (the Public market Disqualifying Disposition Report is available at request as part of the Early Access release).
For more information around the Disqualifying Disposition Report and underlying data, please refer to this support article.
1. Quickly update employee records
2. Keep employee data synced across systems
3. Calculate and understand tax impact
There are two steps that need to be taken to properly integrate your HR system:
1. Connect your HRIS
2. Match employee records from your HR/payroll system to stakeholder records on Carta
Note: This is a necessary step for you to take to be able to take advantage of integrations.
As we make this change, all accounts need to be associated with a single person’s name.
If you’re not sure, click here for instructions on checking or updating the name on your account.
You can add people on the people page of each account by following these steps.
We cannot send MFA/2FA codes to multiple people at once.
To access this view, you can navigate to Capitalization > By Share Class.
Support Article: Capitalization Table - By Share Class