How can I tell if a lead entity is missing tax information?

You can check to see which lead entities, if any, are currently missing tax information in the Tax Information section on your Lead Dashboard.

You can navigate to the tax information section through the following steps:

  1. Log into your lead dashboard
  2. Select “Settings” from the navigation menu on the left
  3. Select “Tax Information” from the navigation ribbon that appears in the settings menu

Each lead entity currently missing tax information will have a “Missing tax information” flag.

The tax information AngelList collects is typically provided on a form W-9 – request for taxpayer identification number and certification or one of the forms from the W-8 series.



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