Can I Upload Tax Transcripts from the IRS?

Generally no, unless you are also a subscriber to TaxStatus, in which case have we got good news for you!

Holistiplan is not configured to read IRS tax transcripts, as the fields on those transcripts are different than the federal 1040 and any supporting schedules, even though the information is consistent across both. Users who upload Tax Transcripts will receive an "Unsupported document" email from our Data Analyst team.

The exception to this will be for Holistiplan users who are also users of Tax Status, an independent software company that works with advisors to pull IRS documents on behalf of their clients. We've built an integration with Tax Status that allows users of both programs to push transcripts obtained through that program directly into Holistiplan, which will allow us to read the transcript and produce a Tax Report.

To learn how enable the Tax Status integration, please see this Knowledge Base article: How do I enable the Tax Status Integration?