Accessing your tax documents and financial reports on AngelList is simple. Follow these steps to locate the information you need:
- Go to the “Taxes and Documents” Tab: After logging into your AngelList account, navigate to the “Taxes and Documents” tab, which can be accessed directly by pressing here. This tab is your central hub for managing tax and financial documents produced by AngelList.
- Update Your Tax Information: In the “Tax Information” header, you can view and update the tax details for your account. If you manage multiple entities, all of them will be displayed here. To make changes, simply click “Update Tax Information” and follow the prompts.
- Locate Tax Documents: Under the “Tax Documents” header, you’ll find final or estimated tax statements from previous tax years related to your investments. Documents can be exported as PDF or CSV for easy sharing or personal record-keeping.
- Find Financial Reports: If you’ve invested in a fund that provides financial reporting, check the “Financial Reports” section for available documents, including detailed performance or financial updates specific to the fund. If none of your funds generate financial reports, this tab will be hidden by default.