Tax Letter Sections

Firm Admins can create custom sections to add items to their Tax Letters beyond Holistiplan's default choices. Rather than adding Miscellaneous Freeform text (which only adds to the specific letter you're editing at the time), Custom Sections are available for all Tax Letters across your firm.

To create a custom section, navigate to any client's tax letter and click Edit Section Types:

On the subsequent screen, click the "Create" button:

• Title will be how you want the section to show up in the "bullpen" of the possible section choices

• Tax Letter Title is how you will want the section to read in the actual tax letter
• Activity Description Help Text refers to help or guidance text within the Tax Letter construction screen. This text will not show up on the actual Tax Letter
• Year Applicable Start/End allows for customizations if you only want the Section to show up for certain tax years. If you want the Section to apply to all years, leave these boxes blank.
• Tax Letter Description will be the text that accompanies the section in the Tax Letter. Note that there are options to have different text for clients and tax professionals.
• The last line offers a reminder to the advisor on where to locate the subject of this custom section on a tax return and, by extension, on the Tax Report associated with that return. The text entered here will show up on the Tax Report for the corresponding year if the client has this custom section in their Tax Letter.

Pinned Sections

Admins can also pin a number of sections to keep them at the top of the list shown on the Tax Letter screen by clicking on the Actions button next to the section you'd like pinned.

When on the Tax Letter screen, users will have the ability to add those pinned sections one at a time or in bulk using the Add All Pinned Sections button, creating an opportunity for a singular Tax Letter "Template" for the firm!