--- title: Tax Letter Customization description: Tax Letters can be customized for each client, and there are some customization options that are available firm-wide for all clients.  --- [Skip to content](https://help.holistiplan.com/customization-options-within#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) # Tax Letter Customization ##### There are customization options at both the [individual letter](https://help.holistiplan.com/customization-options-within#individual) level and the [firm-level](https://help.holistiplan.com/customization-options-within#firm). ### **Individual Letter Customizations:** --- - #### **Default Activity Types, Documents, and Cost Basis Information** - The 15 activities below, as well as any custom sections created by a firm admin, are available for all Holistiplan members to add to their clients' tax letters. Click on any activity (e.g., QCDs, 60-day rollovers, contributions to DAFs, etc.) to add that activity to the client's Tax Letter.  ![Screenshot 2026-02-05 at 9.54.37 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%209.54.37%20AM.png?width=527&height=279&name=Screenshot%202026-02-05%20at%209.54.37%20AM.png) There are also default options to add tax documents (e.g., 1099-Rs) and cost basis information to their respective sections as well.   ![Screenshot 2026-02-05 at 9.57.20 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%209.57.20%20AM.png?width=533&height=204&name=Screenshot%202026-02-05%20at%209.57.20%20AM.png) - #### ****Additional Notes**** - Add a one-off unique section to a specific client's Tax Letter, like for the sale of a primary residence that qualifies for an exclusion of the gains on the sale of the home, by clicking on the **Additional Notes** option to add a note. ![Screenshot 2026-02-05 at 9.54.37 AM-1](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%209.54.37%20AM-1.png?width=513&height=271&name=Screenshot%202026-02-05%20at%209.54.37%20AM-1.png) ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-30-2025-10-04-50-9439-PM.png?width=523&height=173&name=image-png-Dec-30-2025-10-04-50-9439-PM.png) **Formatting Tips:** - To keep lines separated when the text displays in the Tax Letter, be sure to use the Paragraph Break formatting option. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-12-2025-02-53-54-6175-PM.png?width=238&height=40&name=image-png-Dec-12-2025-02-53-54-6175-PM.png) - When copying/pasting text into customized text fields, make sure to paste text without formatting. Pasting formatted text may lead to an error in saving custom language. - To do this on a **PC**, instead of simply pasting the text, paste using **Ctrl + Shift + V** or right-clicking and **Paste Without Formatting.** - For **Mac** users, when copying/pasting, right-click and select **Paste and Match Style** or paste using **⌘ + Shift + V.**  ### **Firm-wide Customizations (Firm Admins Only):** --- - #### **Custom Tax Letter Sections ** - Firm Admins can create custom sections to add items to the firm's 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 a firm. To create a custom section, navigate to any client's tax letter and click **Edit Section Types**: ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-30-2025-08-59-24-1512-PM.png?width=553&height=274&name=image-png-Dec-30-2025-08-59-24-1512-PM.png) On the subsequent screen, click the **Create** button: ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Feb-10-2026-11-59-39-9830-PM.png?width=532&height=245&name=image-png-Feb-10-2026-11-59-39-9830-PM.png)   - ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-30-2025-09-01-56-7771-PM.png?width=214&height=409&name=image-png-Dec-30-2025-09-01-56-7771-PM.png)**Title** will determine how the section shows up in the "bullpen" of the possible section choices - **Tax Letter Title** is how the section will read in the actual Tax Letter - **Activity Description Help Text** refers to help or guidance text within the Tax Letter construction screen to explain why this section exists. This text will not show up on the actual Tax Letter - **Year Applicable Start/End** allows for limiting the section to relevant tax years, expiring after the End date. Leave blank to apply the section to all years. - **Tax Letter Description** is 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 to be pinned. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-30-2025-09-05-35-7293-PM.png?width=670&height=180&name=image-png-Dec-30-2025-09-05-35-7293-PM.png) 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! ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-30-2025-08-59-24-1512-PM.png?width=553&height=274&name=image-png-Dec-30-2025-08-59-24-1512-PM.png)   - #### **Headers and Disclaimer** - Firm Admins can set a header and/or disclaimer at the firm level. Navigate to **Settings \> Features and Tools \> Tax**, then scroll to the **Tax Letter Customization** section to update headers for both the client and CPA/EA Tax Letters. To save those changes, click **Update Tax Letter Header.** **Formatting Tips:** - To keep lines separated when the text displays in the Tax Letter, be sure to use the Paragraph Break formatting option. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Dec-12-2025-02-53-54-6175-PM.png?width=238&height=40&name=image-png-Dec-12-2025-02-53-54-6175-PM.png) - When copying/pasting text into customized text fields, make sure to paste text without formatting. Pasting formatted text may lead to an error in saving custom language. - To do this on a **PC**, instead of simply pasting the text, paste using **Ctrl + Shift + V** or right-clicking and **Paste Without Formatting.** - For **Mac** users, when copying/pasting, right-click and select **Paste and Match Style** or paste using **⌘ + Shift + V.**  ![Screenshot 2026-02-05 at 3.46.40 PM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%203.46.40%20PM.png?width=670&height=288&name=Screenshot%202026-02-05%20at%203.46.40%20PM.png) Admins can also add custom disclaimer language to the firm's Tax Letters. ![Screenshot 2026-02-05 at 3.48.30 PM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%203.48.30%20PM.png?width=670&height=214&name=Screenshot%202026-02-05%20at%203.48.30%20PM.png)     - 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