A Step-by-Step Guide to Downloading Your Tax Return(s) From MGA

Did you receive an email notification that MGA has uploaded your tax return to your portal? If so, this blog post is for you.

We put together this step-by-step guide to help you easily access your tax return on the MGA portal, where you can review it, download it, and more. 

Download Your Tax Return(s) From MGA: A Quick How-To

When your tax return has been uploaded to your portal, you will receive an email notification from our Operations Team with a subject line similar to "Tax Return(s): Sample Trust Account." The email will provide a link to your portal, where you can access and download your tax return.

Once logged into your portal, navigate to the appropriate entity. If you have multiple entities, click the drop-down arrows beside "Current Entity" or "Selected Entity" and choose the one listed in the subject of the email you received.

From there, click into the Documents section. You will see a screen similar to the screenshot below.

From there, click on the appropriate year's folder, then click on the "From MGA" folder. Here, you will see a copy of your tax return and Form 8879, which needs to be signed and returned to us. To download these documents, click on the three dots underneath the "Actions" section and choose the download option.

Have Questions? Please Ask!

We have an incredible team here who is happy to help you with any questions that may come up. Please don’t hesitate to reach out to us with any questions, via email or phone.

As always, we are here to make the complex simple.