Automated Carta K-1 Tax Document Delivery Tracker
Every morning during K-1 season, WebRun opens Carta, checks which LPs have received or downloaded their K-1 tax documents, logs delivery and access status to a Google Sheet, and posts a daily digest to a Telegram channel so the fund admin team can track completion and follow up on any LP who has not yet accessed their document.
How do I automatically track K-1 tax document delivery to LPs in Carta?
WebRun checks Carta each morning during K-1 season, reads which LPs have received and accessed their tax documents through the Carta investor portal, and logs delivery and access status to a Google Sheet. A daily Telegram digest shows the fund admin team total completion and flags any LP who has not yet opened their K-1 after 14 days.
- Every LP's K-1 access status is logged daily without manual Carta checks
- LPs who have not accessed their document after 14 days are surfaced automatically for follow-up
- A complete delivery log is maintained in Google Sheets for audit purposes at tax time
Built for fund administrators · venture capital finance teams · GP operations teams · fund accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - check K-1 delivery and access status for each LP
carta.com
WebRun opens Carta to check K-1 delivery and access status for each LP. - Open Carta and navigate to the tax documents section under Fund Administration
- For each LP, check whether their K-1 has been issued and whether they have accessed it in the Carta investor portal
- Record the LP name, K-1 issue date, access date if available, and any error or bounce flags
Done when Every LP's K-1 delivery and access status is captured for the current tax year.
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2
Google Sheets - log delivery status and access date per LP
google.com
WebRun opens Google Sheets to log delivery status and access date per LP. - Open the K-1 tracking sheet and update each LP's row with their current delivery and access status
- Record the issue date, first access date, and a completion flag once the LP has downloaded the document
- Flag any LP who has not accessed their K-1 within 14 days of issuance for follow-up
Done when The K-1 tracking sheet reflects current delivery and access status for every LP.
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3
Telegram - post daily K-1 delivery progress digest to the fund admin team
telegram.org
WebRun opens Telegram to post daily K-1 delivery progress digest to the fund admin team. - Post a daily K-1 delivery digest to the fund admin Telegram channel
- Report total LPs issued, total accessed, and the number still outstanding
- List the names of LPs who have not yet accessed their K-1 after 14 days for team follow-up
Done when The fund admin team has today's K-1 delivery progress in Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact LPs who have not accessed their K-1?
No. WebRun only tracks delivery and access status and surfaces the list to your team via Telegram and Google Sheets. Any LP outreach is handled by your fund admin team after reviewing the digest.
How does it know if an LP has accessed their K-1?
It reads the investor portal access log in Carta, which records when each LP's document was first viewed or downloaded through their Carta investor portal account.
Can it track K-1s across multiple funds in one run?
Yes. It loops through every fund you manage in Carta and logs K-1 status per fund in the Google Sheet, so each fund's delivery progress is tracked separately in one consolidated view.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.