ISO/NSO reporting in Mantle is designed to make it easy for founders and finance teams to pull the option data needed for tax reporting, audits, and year‑end payroll—without rebuilding the numbers in spreadsheets. Essentials and Growth plans include ISO/NSO reports as a core feature, so you can stay compliant as your option pool grows.

ISO vs. NSO: quick refresher

ISO (Incentive Stock Options)

• Available only to employees and only if specific tax rules are met.

• Can qualify for more favorable tax treatment if holding period and other requirements are satisfied.

• Have additional constraints (e.g. the annual $100K ISO limit based on grant date FMV)

NSO (Non-qualified Stock Options)

• Can be granted to employees, contractors, advisors, and others.

• Typically taxed at exercise on the "spread" (FMV minus exercise/strike price), and companies may have to withhold payroll and other taxes for employees.

From a founder’s perspective, the key takeaway is that your payroll provider, auditors, and tax advisors will care about which grants are ISOs vs. NSOs, who exercised what, and when. Mantle’s ISO/NSO report gives you that breakdown in a structured way.

How to generate the ISO/NSO report in Mantle

1. Navigate to Reports

   • From the left-hand sidebar, click Reports.

2. Export ISO/NSO Report

   • Click Export ISO/NSO Report.

   • Select a certain tax year or all years available.

   • Click Export.