We sure do! We have a variety so you can pick and choose which ones might suit your needs the best.
For a variety of reasons, we are oftentimes asked if we have Sample returns for uploading? The answer to that is we most certainly do!
Below you will find a listing of both 2022 AND now 2023 Sample returns with brief descriptions, so you can grab the one(s) that might suit your needs the best! They are as follows:
- Peter & Paula Professor 2023 Sample Return - Working couple w/Schedule C income and dependent children. (Suggested DOBs: Peter - 3/15/1970; Paula - 10/1/1972)
TIP! The story of Peter & Paula Professor can also be found in our Holistiplan Academy articles of our Knowledge Base.
- John & Sally Smith 2023 Sample Return - Retired couple w/Social Security and IRA Distributions. (Suggested DOBs: John - 6/13/1950; Sally - 9/25/1951)
- Robert & Roxanne Retiree 2023 Sample Return - Retired couple w/Social Security and Schedule E income. (Suggested DOBs: Robert - 1/12/1952; Roxanne - 6/20/1954)
- Samuel Singletary 2023 Sample Return - Working individual w/one dependent child. (Suggested DOB: 9/5/1989)
- Austin & Lila Accumulator 2022 Sample Return - Working couple w/three dependent children. (Suggested DOBs: Austin - 9/26/1984; Lila - 3/5/1987)