What's new?

LPs can now easily filter, find, and download tax documents.

What’s important about this change?

A smoother tax season for investors. 

We’ve improved the Documents tab in our LP Portal so investors can easily:

• Filter documents: By document type and tax year
• View statuses: Including which entities have shared K-1s and which haven’t 
• Bulk download: Download all tax documents in a single click 

What do I need to do?

Navigate to the Documents tab of your LP Portal and select the tax year you’d like to access tax documents for.

See which documents you’ve already viewed and which entities have shared their K-1s versus which are still pending. 

Download documents individually by clicking View or bulk download documents by clicking Download all.

Have additional questions about how Carta can support you and your LPs during tax season? Reach out to your account manager or talk to one of our representatives today.