---
title: Holistiplan Academy - Upload Breakdown | Help Center
description: Navigate through Holistiplan's Tax Report and Scenario Analysis features with a Sample Return
---

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1. [Help Center](https://help.holistiplan.com/)
2. [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown)

# Holistiplan Academy - Upload Breakdown

 Navigate through Holistiplan's Tax Report and Scenario Analysis features with a Sample Return

- [Holistiplan Academy - Background Narrative to Accompany Sample Return](https://help.holistiplan.com/holistiplan-academy-sample-return-peter-and-paula)
- [Holistiplan Academy - Sample Return](https://help.holistiplan.com/holistiplan-academy-sample-return)

## Tax Report

- [Tax Report: Key Figures - Total Income, AGI, Deductions, Taxable Income and Total Tax](https://help.holistiplan.com/tax-report-key-figures)
- [Tax Report: Key Figures - Filing Status, Marginal Rate, Average/Effective Rate, Safe Harbor, Tax-Exempt Income](https://help.holistiplan.com/tax-report-key-figures-)
- [Tax Report: Key Figures - Tax Exempt Interest, Qualified/Ordinary Dividends, ST/LT Capital Gains, Carryforward Loss, and Credits](https://help.holistiplan.com/tax-report-key-figures-tax-exempt-interest-dividends-gains/losses-and-credits)
- [Tax Report: Marginal Bracket Information](https://help.holistiplan.com/tax-report-marginal-bracket-information)
- [Tax Report: Modified Adjusted Gross Income (MAGI) Section](https://help.holistiplan.com/tax-report-modified-adjusted-gross-income-section)
- [Tax Report: Medicare Part B/D Premiums](https://help.holistiplan.com/tax-report-medicare-part-b/d-premiums)
- [Tax Report: Itemized Deduction Summary (Schedule A)](https://help.holistiplan.com/tax-report-itemized-deduction-summary-schedule-a)
- [Tax Report: Schedule B Income Sources](https://help.holistiplan.com/tax-report-schedule-b-income-sources)
- [Tax Report: Schedule C/E Income Sources (Self-Employment Income and Supplemental Income)](https://help.holistiplan.com/tax-report-schedule-c-self-employment-income)
- [Tax Report: Schedule D (Capital Gains/Losses)](https://help.holistiplan.com/tax-report-schedule-d-capital-gains)
- [Tax Report: Observations](https://help.holistiplan.com/tax-report-observations)

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## Scenario Analysis

- [Scenario Analysis](https://help.holistiplan.com/how-do-i-create-scenarios)
- [Editing Filing Status and Family Details](https://help.holistiplan.com/how-do-i-edit-filing-status-and-family-details)
- [1040 Income in Scenario Analysis](https://help.holistiplan.com/what-is-included-in-the-1040-income-section-of-scenario-analysis)
- [Modeling Capital Gains](https://help.holistiplan.com/how-do-i-model-capital-gains)
- [Modeling Schedule 1 Income](https://help.holistiplan.com/how-do-i-model-whats-reported-on-schedule-1)
- [Alternative Minimum Tax (AMT)](https://help.holistiplan.com/alternative-minimum-tax)
- [Schedule 1 ("Above the Line") Deductions](https://help.holistiplan.com/schedule-1-above-the-line-deductions)
- [Schedule A - Itemized Deductions](https://help.holistiplan.com/schedule-a-itemized-deductions)
- [Qualified Business Income (QBI) Deduction](https://help.holistiplan.com/qualified-business-income-qbi-deduction)
- [Nonrefundable Credits](https://help.holistiplan.com/nonrefundable-credits)
- [Other Taxes](https://help.holistiplan.com/other-taxes)
- [Refundable Credits](https://help.holistiplan.com/refundable-credits)
- [Modified Adjusted Gross Income (MAGI) Opportunity Section](https://help.holistiplan.com/modified-adjusted-gross-income-magi-opportunity-section)
- [Scenario Recipes](https://help.holistiplan.com/scenario-recipes)
- [Scenario Bank](https://help.holistiplan.com/scenario-bank)
- [Field Notes and Calculation Rows](https://help.holistiplan.com/field-notes)

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- [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101#main-content)

    - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101#how-to-contact-support)
    - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101#ready-to-get-started)
    - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101#getting-started-with-your-households)
    - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101#scenario-analysis)
    - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101#master-your-dashboard)
    - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101#tips-for-new-users)
- [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#main-content)

    - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#mastering-the-tax-report-advanced-insights-and-analysis)
    - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#advanced-planning-with-scenario-analysis)
    - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#roth-projection-tool)
    - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#using-the-tax-explainer)
    - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201#tax-letter-adding-value-for-your-clients)
- [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics#main-content)

    - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics#uploading-returns)
    - [Household Information](https://help.holistiplan.com/holistiplan-basics#household-information)
    - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics#tools-resources)
    - [Firm Admins](https://help.holistiplan.com/holistiplan-basics#firm-admins)
- [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown#main-content)

    - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown#scenario-analysis)
- [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions)
- [User Admin](https://help.holistiplan.com/user-admin)
- [Tax Reports](https://help.holistiplan.com/tax-reports#main-content)

    - [Tax Report FAQ](https://help.holistiplan.com/tax-reports#tax-report-faq)
- [Scenario Analysis](https://help.holistiplan.com/scenario-analysis#main-content)

    - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis#general-administration-and-editing)
    - [Business Income](https://help.holistiplan.com/scenario-analysis#business-income)
    - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis#charitable-giving-strategies)
    - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis#credits-and-deductions)
    - [Equity Compensation](https://help.holistiplan.com/scenario-analysis#equity-compensation)
    - [Filing Status](https://help.holistiplan.com/scenario-analysis#filing-status)
    - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis#range-calc-solve-for-max)
    - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis#retirement-plan-contributions-and-distributions)
    - [Roth Conversions](https://help.holistiplan.com/scenario-analysis#roth-conversions)
    - [State Taxes](https://help.holistiplan.com/scenario-analysis#state-taxes)
    - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis#strategy-illustrations)
    - [Wages](https://help.holistiplan.com/scenario-analysis#wages)
    - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis#scenario-analysis-faq)
    - [Supplemental Income](https://help.holistiplan.com/scenario-analysis#supplemental-income)
- [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool)
- [Tax Letters](https://help.holistiplan.com/tax-letters)
- [Explainer Reports](https://help.holistiplan.com/explainer-reports)
- [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning#main-content)

    - [Basics](https://help.holistiplan.com/pc-insurance-planning#basics)
    - [Getting Started](https://help.holistiplan.com/pc-insurance-planning#getting-started)
    - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning#features-additional-information)
- [Integrations](https://help.holistiplan.com/integrations#main-content)

    - [Single Sign-On](https://help.holistiplan.com/integrations#single-sign-on)
    - [API](https://help.holistiplan.com/integrations#api)
    - [CRM Integrations](https://help.holistiplan.com/integrations#crm-integrations)
    - [Integrations](https://help.holistiplan.com/integrations#integrations)
- [Security](https://help.holistiplan.com/security)
- [Tax Transcripts](https://help.holistiplan.com/tax-transcripts)

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