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Holistiplan Academy
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Holistiplan Academy
Tax Report
Scenario Analysis
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Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Property & Casualty
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
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Help Center
Holistiplan Academy
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Tools & Resources
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Property & Casualty
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
Holistiplan Academy
All you need to know about using Holistiplan to your advantage!
Holistiplan Academy - Sample Return
Holistiplan Academy - Background Narrative to Accompany Sample Return
How do I delete households?
Tax Report
Tax Report: Key Figures - Total Income, AGI, Deductions, Taxable Income and Total Tax
Tax Report: Key Figures - Filing Status, Marginal Rate, Average/Effective Rate, Safe Harbor, Tax-Exempt Income
Tax Report: Key Figures - Tax Exempt Interest, Qualified/Ordinary Dividends, ST/LT Capital Gains, Carryforward Loss, and Credits
Tax Report: Marginal Bracket Information
Tax Report: Modified Adjusted Gross Income (MAGI) Tiers Box
Tax Report: Medicare Part B/D Premiums
Tax Report: Itemized Deduction Summary (Schedule A)
Tax Report: Schedule B Income Sources
Tax Report: Schedule C (Self-Employment Income)
Tax Report: Schedule D (Capital Gains/Losses)
Tax Report: Schedule E (Supplemental Income)
Tax Report: Observations
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Scenario Analysis
What is Scenario Analysis?
How Do I Edit Filing Status and Family Details?
What is Included in the 1040 Income Section of Scenario Analysis?
How Do I Model a Roth Conversion?
How Do I Model Capital Gains?
How Do I Model Schedule 1 Income?
Alternative Minimum Tax
Schedule 1 ("Above the Line") Deductions
Schedule A - Itemized Deductions
Schedule A - Charitable Deductions
Qualified Business Income (QBI) Deduction
Nonrefundable Credits
Other Taxes
Refundable Credits
Total Tax (Net of Refundable Credits) and Effective Tax Rate
Modified Adjusted Gross Income (MAGI) Opportunity Section
Scenario Recipes
Scenario Bank
Field Notes 2.0
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Firm Settings
Age Reminders Digest
Creating Teams
