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What will I find under the different menu sections in my company Carta account?

How to generate and deliver ESS Statements and Annual Reports

  1. Navigate to Compliance & Tax

  2. Under ATO click Manage filings

  1. Select the Effective year

  2. Click the Review data link if updates are needed

  3. Check the box to confirm you have reviewed the stakeholder tax details and market value

  4. Check the box to acknowledge that you are responsible for submitting the ESS annual report to the ATO by the August 14 deadline

  5. Enter the company contact information

  6. Click Generate

  1. Click Download file and retrieve it from your computer downloads

  2. Click Send ESS statement to send the statement to participants who received ESS options in the tax year.

    • They will receive an email notification and be able to download their ESS statement from their Carta portfolio.