- Help Center
- Holistiplan Basics
- Uploading Returns
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
Can I Upload a Password Protected Tax Return?
Yes you certainly can! To do so, follow the steps below:
1. Proceed to upload as usual, instructions provided here.
2. Once a file has been selected to upload, a File Has Password toggle will appear.
3. Flipping this toggle on will prompt you to provide the password.
4. Continue to upload as usual!