How to manage, view, and download 83(b) election forms for PIUs
Carta allows LLC stakeholders and company administrators to manage 83(b) elections for profits interests (PIUs) easily on Carta.
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83(b) elections for PIUs are managed under Securities > Equity awards > Profits interests.
To view the 83(b) election details for any PIU, locate it in the ledger, click on its row, then click into the 83(b) elections tab.
How to filter PIUs based on 83(b) status
To manage, view, and download 83(b)s, navigate to Securities > Equity awards.
Click into the Profits interests tab.
Click Filter to the right of the search field.
Make a selection in the 83(b) filing status dropdown at the bottom of the window and click Filter PIs.