How do I update my tax information?

To update your tax information, including details like your mailing address, Social Security number, or tax classification, follow these steps:

1.  
   1. Navigate to the Tax Information section in your AngelList account.
   2. If you manage multiple entities, all of them will be displayed in this section.
   3. Click the “Update tax information” button.
   4. Follow the prompts to update your tax details as needed.

Ensure all changes are accurate, as incorrect information may delay filings or affect compliance. For more information on accessing other documents and navigating the platform, please visit our Portfolio Management Help Center. 

Team members need the "Sign for investments and manage tax information on behalf of your entities" permission enabled before they can edit or update tax information. Account owners and admins can enable this permission on the Team Members page.