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Holistiplan Basics
Get your Holistiplan account set up for success!
Uploading Returns
- How Do I Upload a Tax Return?
- What Types of Returns Do You Read In?
- What Forms Do I Need to Upload?
- What will I see while the return is processing?
- Why did my Upload Fail?
- Upload Errors and Unsuccessful Uploads
- Do You Have Any Sample Tax Returns?
- File Size Limit
- Password-Protected Tax Returns
- Client Upload Links for Tax
- How to Edit/Combine PDFs
- Tax Transcripts
- Editing Schedule B Data
Household Information
Tools & Resources
- Tax Return Staging
- Reporting - Tax Screen
- Schedule B Summary Report
- Age Milestone Reminders
- Turning on the Marketing Toolkit
- Tax Return Review Checklist
- Do You Have a Tax "Cheat Sheet?"
- How do I create a cash flow exhibit?
- How do I create expense groupings in the Cash Flow visualizer?
- How do I add and/or delete income and expense items within cash flow exhibits?