Affiliate Consent, Tax Form & Payout Setup is a single affiliate-level compliance flow in Affiliate Manager. Affiliates accept your commission terms, submit the tax form you require and add a payout method, all in one place, before they get paid. You can see each affiliate's compliance status before you approve and pay a payout.

TABLE OF CONTENTS

• What Is Affiliate Compliance Setup?
• Key Benefits
• How to Configure Affiliate Portal Settings
• What Affiliates See
• How to Track Compliance
• Frequently Asked Questions
• Related Articles

What Is Affiliate Compliance Setup?

Affiliate compliance setup is a set of options in Affiliate Portal Settings that ask affiliates to accept your commission terms, upload a W9 or W8 tax form, and add a payout method. The options apply to all campaigns in the sub-account, and affiliates complete the steps in the new Client Portal.

These affiliate-side steps are available only in the new Client Portal interface.

Key Benefits

• Consent before payout: Affiliates must accept your commission terms before they become eligible for payouts.
• Clear compliance view: See which affiliates are Pending and exactly what each one is missing.
• Update compliance for all campaigns at once: Configure everything in Affiliate Portal Settings; it applies to every campaign.

How to Configure Affiliate Portal Settings

1. Go to Marketing > Affiliate Manager > Settings.
2. Open the Affiliate Portal Settings tab.
3. Turn on the options you need:
   • Ask Affiliates to upload W9/W8 Form: shows a banner on the affiliate dashboard reminding affiliates to upload their tax form before receiving payouts.
   • Require Affiliates to set up a payout method: shows a banner on the affiliate dashboard prompting affiliates to add a payout method.
   • Configure Payout methods: choose which payout methods affiliates can pick from in their portal.
   • Consent form: requires affiliates to accept your commission terms before they become payout eligible.
4. If you turned on Consent form, click Click to upload and add your commission terms as a PDF (max 5 MB).
5. Click Save.

Use Restore Default to return all Affiliate Portal Settings to their defaults.

What Affiliates See

In the new Client Portal, affiliates open Affiliates > Payout Methods & Tax, which has two sections:

• Payout methods: affiliates click Add payout method and choose from the methods you offer, such as PayPal or Bank.
• Tax forms: affiliates click Upload tax form, choose W9 tax form (US residents or citizens) or W8 tax form (non-US residents), and upload the PDF.

When the consent form is on, affiliates are asked to accept your commission terms before they become eligible for payouts.

How to Track Compliance

• Affiliates list: the Compliance column shows affiliates whose setup is Pending.
• Payouts: the Compliance column appears next to each payout, so you can check it before you pay.
• Affiliate profile: a Compliance pending card lists each missing item, such as Upload W9/W8 or Payment method.

Payouts are not blocked automatically in this release. Check each affiliate's compliance status before approving and paying a payout, and decide whether to proceed.

Frequently Asked Questions

Will a payout be blocked if an affiliate's compliance is Pending?

No. Payouts are not blocked automatically in this release. You can see each affiliate's compliance status before approving and paying a payout, and decide whether to proceed.

Do these settings apply per campaign?

No. Affiliate Portal Settings apply to all campaigns in the sub-account.

Can I require only a W9 or only a W8?

No. You turn tax form collection on or off. Affiliates choose whether they upload a W9 or a W8.

Can I write my terms directly in HighLevel instead of uploading a PDF?

Not at the moment. Commission terms are uploaded as a PDF of up to 5 MB.

Do affiliates on the old client portal see these steps?

No. These steps are available only in the new Client Portal interface.

Where do I see what an affiliate is missing?

Open the affiliate's profile from the Affiliates list. The Compliance pending card lists each missing item.

Related Articles

• Affiliate Portal Settings
• Managing Affiliate Payout Methods
• How to Pay Affiliates