Can I Upload Tax Transcripts from the IRS?

Absolutely! Upload tax transcripts provided by your clients, or send your clients a link to upload their own.

IRS Return Transcripts contain nearly identical tax information to a standard 1040 return, but can be more convenient to gather for some clients.

To use a Tax Transcript with Holistiplan, clients will first need to retrieve the Return Transcript from the IRS. Your clients can retrieve their transcripts by signing up or signing into their ID.me account, here.

Uploading return transcripts to Holistiplan is easy! It works exactly the same as uploading a 1040 PDF.

Holistiplan users can upload the transcript to a Household, or clients can upload transcripts within their Client Upload Links.