How to Complete Your Taxpayer Information Form Through Your MGA Client Portal

As part of our commitment to providing accurate, efficient, and value-driven tax services, MGA collects updated taxpayer information each year through our secure client portal.

The Taxpayer Information Form may appear as a Business, Trust, or Individual form, depending on your account. This form is a critical part of our process, as it helps us meet professional due care requirements, reduces the risk of missing important details, and supports thoughtful tax planning on your behalf.

Below is a step-by-step walkthrough to help you complete your form with confidence.

Step 1: Watch for an Email Notification

At the start of the new year, you’ll receive an email with a subject line similar to: 

• Please complete the 2025 Business Information Form
• Please complete the 2025 Trust Information Form
• Please complete the 2025 Individual Information Form

The subject line reflects the type of account the form applies to.

Inside the email, click the button provided when you’re ready to begin.

Step 2: Log Into Your MGA Client Portal

After clicking the button in your email, you’ll be taken straight to your MGA client portal login page. Enter your login credentials as usual. Once you’re logged in, the system will automatically open your Taxpayer Information Form, as pictured below, so you can get started right away.

Step 3:  Verify Your Current Entity

Inside the portal, you’ll see a Current Entity dropdown in the upper left-hand corner, just below the MGA logo.

This shows which entity you’re currently viewing.

If you have access to multiple entities, you can switch between them using this dropdown. Selecting another entity will take you to that entity’s dashboard, where the Taxpayer Information Form should appear front and center if action is required.

Step 4:  Complete the Taxpayer Information Form 

Begin by reviewing the cover letter at the start of the form, then proceed through each section carefully.

Depending on the form type:

• Business and trust forms will ask for specific entity details
• Individual forms will guide you through a questionnaire

The portal is designed to lead you step by step, and visual cues, such as highlighted or shaking buttons, help draw attention to required sections.

Take your time and answer each section thoroughly.

Step 5: Review and Submit

At the Review and Submit stage, you’ll see a summary of your progress. Any incomplete sections will be clearly marked in red, and the form cannot be submitted until all sections are complete.

Once everything is marked complete:

• Check the “I Agree” box
• Click Submit

Your form will then be securely delivered to our team.

Final Step: Complete Any Additional Forms

If you have access to more than one entity, be sure to return to the Current Entity dropdown and complete any additional Taxpayer Information Forms that may be pending.

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.