Don't Have a Return to Upload?

Use Holistiplan's library of Sample Returns to get started

Holistiplan maintains a library of sample returns for users to upload, either as practice or for marketing purposes. You can find those sample returns here: Sample Returns

Why Use Holistiplan's Sample Returns to Get Started?

📚 Learn by Doing: Practice using Holistiplan's features with real-world examples. Gain confidence in how to upload returns, generate reports, and interpret insights before working with your own clients' data.

🎯 Explore Powerful Features: Discover the full potential of Holistiplan, from identifying tax-saving opportunities to generating client-ready reports—all without needing an actual client return.

🚀 Jumpstart Your Marketing: Use sample reports to showcase your tax planning expertise to prospective clients. It’s a great way to demonstrate value and attract new business!

💡 Start Immediately: Don’t wait to experience the benefits of Holistiplan. With sample returns, you can dive in and start exploring today.