Why Can’t I Generate 83(b) Election?

Have you had any problems generating 83(B) Election? The 83(B) Election allows shareholders to pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date. It also applies to early exercised options, common and preferred shares subject to vesting.  Note: The 83(B) Election feature is only … Continued

Print And Manually Fill 83(b) Election By Shareholder

The 83(B) Election allows shareholders to pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date. It also applies to early exercised options, common and preferred shares subject to vesting.  Note: The 83(B) Election feature is only available for premium account holders. Kindly upgrade your … Continued

Electronically Signing 83(b) Election By Shareholder

83(B) is a Section 83 tax code provision that allows shareholders to pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date. It also applies to early exercised options, common and preferred shares subject to vesting.   Note: The 83(B) Election feature is only available … Continued

Status Tracking & Reminders For 83(b) Election On Eqvista

Have you tracked the status and sent reminders to shareholders to sign the 83(B) Election? The new 83(B) Election feature allows shareholders to pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date. It also applies to early exercised options, common and preferred shares subject … Continued

How To Create 83(b) Election Using Shareholder-fill Out Form?

With the new 83(B) Election, recipients can pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date.  Note: The 83(B) Election feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  Once you have issued a grant and generated … Continued

How To Create 83(b) Election Using Pre-filled Form?

The 83(B) Election allows recipients to pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date.  Note: The 83(B) Election feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.  After you generate 83(B) and send it to the … Continued

How To Early Exercise Options For 83(b) Election?

When a shareholder receives stock options in Eqvista, they may exercise those options before vesting is complete.  With the new 83(B) Election, shareholders can pay their taxes on total FMV (Fair Market Value) on restricted securities (including stock options) at the grant issuance date.  Note: The 83(B) Election feature is only available for premium account holders. … Continued

How to Transfer Data from Carta to Eqvista?

Eqvista is a Cap Table integrated system that helps you minimize costs using automation and applying accounting standards. You may access the cloud-based equity management system from any device, share your Cap Table with shareholders, and assign each shareholder a different role. Check out our support guide to learn more about Eqvista.  There are two … Continued

FAQ – Migrating Data From Carta To Eqvista

1. How to export data from Carta to Eqvista? 2. How to import the data to Eqvista’s cap table? Eqvista can also transfer your cap table from another provider at no cost. If you wish to contact the team at Eqvista, we kindly request you to send an email to info@eqvista.com. 3. What are the … Continued

What Is Vesting Plan For 1/12 Monthly, No Cliff?

The best thing about Eqvista is that you can create your vesting plan or choose from six different pre-set plans to save time. Here is one such basic vesting plan: Step 1: Log into your Eqvista account and select the company account to view the vesting plan. On the dashboard, click on “Cap Table” on the … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!