Key Dates

Here are key dates to keep in mind through the end of 2025 into 2026.

October Carta will review and collect information needed to produce returns. After this information is gathered, you will see a new task populate in your Tax Dashboard inviting you to complete a tax questionnaire. This tax questionnaire will help us confirm and update information related to your entities and firm. Please complete the tax questionnaire no later than December 15th, 2025.

Early November Carta will email your LPs to confirm or collect information needed to prepare K-1s.

Upload prior year tax return
Fill out a survey
After we receive the data, Carta Tax team will review and reach out if we need additional information. If we don’t reach out, you can assume Carta Tax is moving forward with your tax return.

Late November to early December Carta will notify you if we need assistance in collecting missing information. [At this point, please ensure your tax questionnaire is complete before 12/15/25.

Early December Carta will send a reminder email to your LPs.

From January 1 and onward

You will approve year end financials.
You will provide underlying investment K-1s (if applicable).
Carta will prepare your returns for review.
You will share final K-1s with LPs.
You will approve final returns to file with the IRS and state authorities (if applicable). Carta will file your returns with the IRS, and your tax dashboard will update once the IRS confirms acceptance.

By March 15 You will provide information needed for Carta to process state franchise tax payments for California (if needed).

By March 16 Carta will file federal and state tax return extensions for all entities.

By June 17 You will provide information needed for Carta to process state franchise tax payments for Delaware (if needed).

September 15 Tax returns due for all entities on extensions.

Carta Fund Tax

A complete guide to tax and audit season