--- title: Do You Have Any Sample Tax Returns? description: We sure do! We have a variety so you can pick and choose which ones might suit your needs the best. --- [Skip to content](https://help.holistiplan.com/do-you-have-any-sample-returns#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. [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en) 3. [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) # Do You Have Any Sample Tax Returns? ## Yes! We have a variety of sample tax returns from sample clients of various backgrounds. Below, find a listing of 2023, 2024, and 2025 sample returns and a brief description of the sample client. - [Peter & Paula Professor 2025 Sample Return](https://help.holistiplan.com/hubfs/Sample%20Returns/2025%20Professor%20Sample%20Return.pdf?hsLang=en) - Working couple with Schedule C and E income and dependent children. (Suggested DOBs: Peter - 3/15/1971; Paula - 10/1/1973) **Tip:** Peter & Paula Professor's story and Tax Report breakdown can be found in our [Holistiplan Academy](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en) articles. - [Robert & Roxanne Retiree 2025 Sample Return](https://help.holistiplan.com/hubfs/Sample%20Returns/2025%20Retiree%20Sample%20Return.pdf?hsLang=en) - Retired couple with Social Security and Schedule E income. (Suggested DOBs: Robert - 1/12/1952; Roxanne - 6/20/1954) - [Austin & Lila Accumulator 2025 Sample Return](https://help.holistiplan.com/hubfs/Sample%20Returns/2025%20Accumulator%20Sample%20Return.pdf?hsLang=en) - Working couple with three dependent children. (Suggested DOBs: Austin - 9/26/1984; Lila - 3/5/1987) - [Mark and Marjorie Middleton 2025 Sample Return](https://help.holistiplan.com/hubfs/Sample%20Returns/2025%20Middleton%20Sample%20Return.pdf?hsLang=en) - Working couple with two dependent children. (Suggested DOBs: Mark -  8/16/1979; Marjorie - 2/20/1981) - [Silas Singlefiler 2025 Sample Return](https://help.holistiplan.com/hubfs/2025%20Sample%20Return%20-%20Silas%20Singlefiler.pdf?hsLang=en) - Working individual filing as single filer with no dependents (Suggested DOB: 06/01/1975 - [Samuel Singletary 2024 Sample Return](https://help.holistiplan.com/hubfs/Sample%20Returns/2024%20Sample%20Return%20-%20Samuel%20Singletary%20-%20Updated%20Address.pdf?hsLang=en) - Working individual filing head of household with one dependent child. (Suggested DOBs: Samuel - 5/01/1974; Solomon 1/05/2012) - [John & Sally Smith 2023 Sample Return](https://help.holistiplan.com/hubfs/JOHN_SALLY%20SMITH_2023%20RETIRED%20COUPLE_NUO%20WEBINAR.pdf?hsLang=en) - Retired couple with Social Security and IRA Distributions. (Suggested DOBs: John - 6/13/1950; Sally - 9/25/1951) - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - 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