How to deliver K-1 documents through Carta
1. Prepare your K‑1 PDFs
Have your tax provider generate one K‑1 PDF per interest holder.
For best results:
Ensure each K‑1 includes:
The holder’s full legal name
The holder’s tax ID (e.g., SSN or EIN)
if applicable, the correct tax year
Use one holder per file. Avoid bundling multiple K‑1s into a single PDF.
2. Confirm holder data in Carta
Carta matches K‑1s to stakeholders using data already on your cap table and investor records (for example, name and tax ID).
Before you upload:
Confirm that names and, where available, tax IDs for your holders are accurate and up to date in Carta Web.
If you recently updated holder details, make those changes in Carta Web first so the matching engine uses the latest information.