What’s new?

Employees who have access to Carta Tax Advisory through their employer now have access to International Tax memos for their country*

The Tax Memo includes information about the cost and tax implications of owning equity in a private company.  Each tax memo is tailored to the specific country an employee resides and includes information on:

• Key equity and tax terms
• How equity awards are taxed when exercising
• Strategies for lowering taxes when exercising or selling equity awards.
• Overview of local tax filing requirements

What do I need to do?

You can access the new feature directly from your portfolio, or navigate to the ‘Learn’ page in the navigation bar.

Have questions? Contact product@carta.com

*Initial countries limited to: United Kingdom, Australia, Canada, India, and Israel