Carta has launched a new feature allowing companies to share QSBS Attestation letters with their individual shareholders.
Shareholders can now see which securities are QSBS eligible and access a personalized QSBS statement in their portfolio.
The feature provides details like the number of eligible shares, potential tax savings, and a link to download the QSBS statement.
The QSBS statement helps shareholders to inform tax or legal advisors about their QSBS eligible securities for decision-making.
Carta emphasizes that it does not provide tax, accounting, or legal advice, and advises users to consult professionals.

Carta offers a comprehensive platform to manage equity, compensation, and fundraising for companies of various sizes. They provide tools and services to streamline the fund administration process, assisting in making informed compensation decisions and simplifying equity management. Carta's suite supports founders, investors, HR departments, law firms, and finance teams. With a focus on innovation and easing the fundraising journey, they are constantly evolving their product offerings. As a SEC-registered transfer agent, Carta ensures compliance while also offering brokerage services through Carta Capital Markets, LLC. Their mission is to facilitate ownership and investment strategies for clients.

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Carta offers equity management, valuation, and liquidity solutions globally.

Carta Introduces QSBS Attestation Feature

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