Search Options
Skip to main content (Press Enter).
Sign in
Skip auxiliary navigation (Press Enter).
Skip main navigation (Press Enter).
Toggle navigation
Search Options
Home
Communities
Carta Collective
Founders Lounge
Carta Compensation
Carta Onboarding
Around the Table
Financial Reporting
My Communities
Suggested Communities
Participate
Post a message
Unanswered questions
Introduce yourself
Suggest product ideas
Browse discussion posts
Community directory
Education
Welcome to the Community
Knowledge base
Carta Classroom
Carta Blog
Help/FAQs
Resources
Resource Center
Release notes
Founders
Employees
Onboarding
Carta Total Comp
Events
Ask an Expert
Events & webinars
Upcoming Community events
Carta Collective
View Only
Home
Threads
743
Resource Library
7
Blogs
4
Events
2
Members
3.6K
Back to discussions
Expand all
|
Collapse all
Add Documents to Existing Option Grants
Carta Admin
12-06-2022 14:10
We would like to add some additional tax-related documents to option grants in Carta. This will happen ...
Carta Support
01-10-2023 10:33
You bet! To add additional documents to option grants, Navigate to Securities > Equity awards; Click ...
1.
Add Documents to Existing Option Grants
0
Like
.
Carta Admin
Posted 12-06-2022 14:10
Reply
Options Dropdown
We would like to add some additional tax-related documents to option grants in Carta. This will happen after the grant has been processed. Is it possible to do so?
------------------------------
Carta Admin
------------------------------
2.
RE: Add Documents to Existing Option Grants
0
Like
.
Carta Support
Posted 01-10-2023 10:33
Reply
Options Dropdown
You bet! To add additional documents to option grants, Navigate to Securities > Equity awards; Click the checkbox to the right of the security you'd like to modify, and then click the Actions menu and select Modify option grants.
Be sure to input a reason for the modification (clerical error or amendment) and add a note, if needed. Click Next: modify values.
On the modification workflow, mark the checkbox for the field you'd like to update and use the column to the right to input the new values. Once updated, click Next: review to review and save the changes made.
------------------------------
Carta Support
------------------------------
Original Message
Original Message:
Sent: 12-06-2022 14:09
From: Carta Admin
Subject: Add Documents to Existing Option Grants
We would like to add some additional tax-related documents to option grants in Carta. This will happen after the grant has been processed. Is it possible to do so?
------------------------------
Carta Admin
------------------------------
×
New Best Answer
This thread already has a best answer. Would you like to mark this message as the new best answer?
Related Content
Option Outside of Existing Plan
Carta Admin
Added 12-06-2022
Discussion Thread
2
The Carta liquidity report: 2022 in review
Brent Devey
Added 02-07-2023
Blog Entry
How to modify permissions
Carta Support
Added 12-13-2022
Discussion Thread
2
How to modify signatories
Carta Admin
Added 12-13-2022
Discussion Thread
2
Is there any way to speed up processing of payments during an option exercise?
Carta Admin
Added 12-13-2022
Discussion Thread
2
Skip Navigation Links
Ask a Question
Start a Discussion
Share a Resource
Help/FAQs
Copyright Carta. All rights reserved.
Powered by Higher Logic