Holistiplan Academy - Sample Return

We've put together a sample return for you to use throughout your journey through the Holistiplan academy. You can use the return to practice uploading, as well as to refer back to as direct source material.

You can access the sample return here:

Holistiplan Academy sample tax return

This article contains a narrative description of the client couple we use in the sample return, which should be helpful in adding some additional color to the return.