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Holistiplan Basics
Get your Holistiplan account set up for success!
Uploading Returns
- How do I upload a tax return?
- What Forms Do I Need to Upload?
- What Types of Returns Do You Read In?
- What will I see while the return is uploading?
- Why did my upload fail?
- My Upload Was Unsuccessful. What Now?
- Do You Have Any Sample Returns?
- What is the File Size Limit?
- Can I Upload a Password Protected Tax Return?
- Can I allow my Client to Upload a Return?
- How Do I Edit/Combine PDFs?
- Can I Upload Tax Transcripts from the IRS?
- Editing Schedule B Data
Household Information
- How do I create a new household?
- My reports are displaying the wrong logo
- How Do I Edit My Households?
- Can I keep a household private?
- How do I merge two households?
- How can I apply "tags" to households?
- What is the Households Page?
- What does "-" mean on the Households tab for my clients?
- How do I delete households?
User Settings
Firm Admins
- How Can I Add and Manage Users?
- Can I Customize My Client Deliverables?
- What Is The Auto-Delete PDF Feature? And How Do I Enable It On My Account?
- How do I add a new user?
- How To Reset A User's Password or MFA (Multi-Factor Authentication) Token
- How do I deactivate a user?
- Creating Teams
- Household Access