How can we help you?
Find answers to common questions about using MyTaxGenii.
Getting Started
How do I create an account?+
Click "Get Started" on the homepage and complete the registration form with your email address. You will receive a verification code to confirm your account.
What information do I need to get started?+
To begin, you just need your email address and basic personal information. Our step-by-step onboarding will guide you through everything else.
Can I use MyTaxGenii if I am on a visa (H-1B, F-1, OPT)?+
Absolutely. We specialize in nonresident and dual-status returns including Forms 1040-NR, FBAR, and FATCA filings for visa holders.
Documents
What documents do I need to upload?+
Typically: W-2s, all 1099 forms, last year's tax return, photo ID, and any investment or rental income statements. Your document checklist in the portal will show exactly what is needed for your situation.
What file formats are accepted?+
We accept PDF, JPG, PNG, and common image formats. For best results, upload PDF scans at 300 DPI or higher.
Is there a file size limit?+
Individual files can be up to 25 MB. If you have a large file, try splitting it into smaller documents or use our ZIP upload feature.
How do I know my documents were received?+
After uploading, each document shows a status (Pending, Approved, Needs Review). You will also receive an email confirmation and can track status in your Documents tab.
Filing Process
How long does it take to complete my return?+
Most individual returns are completed within 3–5 business days after all required documents are received. Corporate returns may take 5–10 business days depending on complexity.
What happens after I upload my documents?+
Your assigned tax preparer reviews your documents, prepares your return, and uploads it for your review. You will be notified at each step via email and in-app notifications.
Can I make changes after submitting my documents?+
Yes. Before signing your return, you can upload additional documents and send messages to your preparer via the portal. After signing, amendments require a new engagement.
How do I sign my return?+
Once your return is ready, you will receive a notification to review and e-sign your return directly in the portal. No printing or mailing required.
Payments
When do I pay?+
Payment is due before your return is submitted to the IRS. You will receive an invoice in the portal once your return is prepared and ready for your review.
What payment methods are accepted?+
We accept major credit and debit cards (Visa, Mastercard, American Express) processed securely through Stripe.
Are there any refunds?+
Fees are non-refundable once preparation work has commenced, except as required by applicable law. Please review our Terms of Service for full details.
Security
How is my data protected?+
We use AES-256 encryption at rest, TLS 1.3 in transit, and role-based access controls. Our infrastructure is SOC 2 Type II certified and we comply with IRS Safeguards Program requirements.
Who can see my tax documents?+
Only your assigned preparer, reviewer, and authorized MyTaxGenii staff can access your documents. All access is logged to an immutable audit trail.
How do I contact support?+
You can message us directly through the portal, email us at contact@mytaxgenii.com, or call (412) 468-0661 during business hours.