# Mandatory W9 Form Requirement for Affiliates

**GoAffPro** provides you with the option to make the W9 form mandatory for your affiliates.&#x20;

To make the W9 form mandatory for your affiliates, go to **Settings > Extras > W9 Form** and enable the **toggle**.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FS2ByJ1SApJLDKM7DzmX8%2Fimage.png?alt=media&#x26;token=787a0960-d309-42e7-b8d8-be57f9a0c4ad" alt=""><figcaption><p>Settings > Extras > W9 Form</p></figcaption></figure>

Now, go to the **Look and Feel > Affiliate Dashboard > Dashboard Tabs** section.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FXPocZW5HittT1HM6iMju%2Fimage.png?alt=media&#x26;token=3536ccc8-e280-40c6-aab9-8e14de43d582" alt=""><figcaption><p>Look and Feel > Affiliate Dashboard > Dashboard Tabs</p></figcaption></figure>

Here, click on **Edit Form**.

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FYTUaQhsPapp0ZOyuDQPt%2FScreenshot%202024-08-26%20162030.png?alt=media&#x26;token=f9e6ea68-3a12-4b46-9d03-17306f42c64f" alt=""><figcaption><p>Click on Edit Form</p></figcaption></figure>

Here, click on **Add your own field**.

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FbqQmT1r8Rq4r2EOamtkX%2FScreenshot%202024-08-26%201621136.png?alt=media&#x26;token=55be5063-0722-4be9-be6f-566517bc9dc9" alt=""><figcaption><p>Click on Add your own field</p></figcaption></figure>

Now, set the field title.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2F66xDC3MDuI6360WxLnzR%2FScreenshot%202024-08-26%201632130.png?alt=media&#x26;token=aab50463-afdb-40ac-88d0-03ec95f055e8" alt=""><figcaption><p>Set the field title</p></figcaption></figure>

Next, enable the required toggle.

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FEQQxr9Th25DzmJXxdSCz%2FScreenshot%202024-08-26%201624209.png?alt=media&#x26;token=4266623f-9544-40c4-a1e7-74885c341167" alt=""><figcaption><p>Enable the required toggle</p></figcaption></figure>

After this, select the W9 form upload type.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FZ8T1qCfAdhzaZVnVfDtF%2FScreenshot%202024-08-26%201622420.png?alt=media&#x26;token=04497203-e4b7-44a5-9c95-77b75d0eb171" alt=""><figcaption><p>Select the W9 form upload type</p></figcaption></figure>

Now, select the account year. &#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FwNPycuXYaD28De62Z0yE%2FScreenshot%202024-08-26%201622335.png?alt=media&#x26;token=a9279a19-78c9-44b5-9110-20ccd2aeeca9" alt=""><figcaption><p>Select the accounting year</p></figcaption></figure>

Finally, click on **Submit**.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FInaGKS32lrpPzT6swsV9%2FScreenshot%202024-08-26%201623247.png?alt=media&#x26;token=2db38793-93e3-443d-8555-b7ae1434379f" alt=""><figcaption><p>Click on Submit</p></figcaption></figure>

Enable the "**Disable affiliate's dashboard access until profile is completed**" option.

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2F0oTDFH9nKsYmD8PAP9AD%2FScreenshot%202024-08-26%201623334.png?alt=media&#x26;token=db00590e-080c-41a8-9b5c-3ca605e256fa" alt=""><figcaption><p>Enable the "Disable affiliate's dashboard access until profile is completed" option</p></figcaption></figure>

Finally, click on **Save**.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FtO3saK6eh31TIOOGjaT0%2FScreenshot%202024-08-26%201623611.png?alt=media&#x26;token=312e0302-9068-4fd2-ad4b-d8235987df78" alt=""><figcaption><p>Click on Save</p></figcaption></figure>

Affiliates must fill out the W9 form to access their dashboard.&#x20;

<figure><img src="https://1200686697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LdPzLtyP46oY7cyXnkw%2Fuploads%2FSAn09JcxwkZ8wa2RxcId%2Fimage.png?alt=media&#x26;token=878df277-0ca8-4698-b79a-bceb6844008d" alt=""><figcaption></figcaption></figure>

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Mandatory W9 Form Requirement for Affiliates
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