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title: Holistiplan Basics | Help Center
description: Get your Holistiplan account set up for success!
---

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 Holistiplan Knowledge Base

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1. [Help Center](https://help.holistiplan.com/)
2. [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics)

# Holistiplan Basics

 Get your Holistiplan account set up for success!

- [What are the most popular & recently recorded webinars?](https://help.holistiplan.com/most-recent-webinar-recordings)
- [How do I contact Support?](https://help.holistiplan.com/how-do-i-contact-support)
- [Household Notes](https://help.holistiplan.com/household-notes)

## Uploading Returns

- [How Do I Upload a Tax Return?](https://help.holistiplan.com/how-do-i-upload)
- [How Do I Edit My Uploads?](https://help.holistiplan.com/how-do-i-edit-my-uploads)
- [What Types of Returns Do You Read In?](https://help.holistiplan.com/what-types-of-returns-do-you-read-in)
- [What will I see while the return is processing?](https://help.holistiplan.com/what-will-i-see-while-the-return-is-uploading-and-being-processed-through-ocr)
- [Why did my Upload Fail?](https://help.holistiplan.com/why-is-my-upload-not-working)
- [Upload Errors and Unsuccessful Uploads](https://help.holistiplan.com/upload-help)
- [Do You Have Any Sample Tax Returns?](https://help.holistiplan.com/do-you-have-any-sample-returns)
- [File Size Limit](https://help.holistiplan.com/file-size-limit)
- [Password-Protected Tax Returns](https://help.holistiplan.com/can-i-upload-a-password-protected-tax-return)
- [Client Upload Links for Tax](https://help.holistiplan.com/client-upload-feature)
- [How to Edit/Combine PDFs](https://help.holistiplan.com/how-do-i-edit-or-combine-pdfs)
- [Tax Transcripts](https://help.holistiplan.com/can-i-upload-tax-transcripts-from-the-irs)
- [Editing Schedule B/E Data](https://help.holistiplan.com/schedule-b-reporting)

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## Household Information

- [Creating Households](https://help.holistiplan.com/how-do-i-create-a-new-household)
- [Edit Household and Client Information](https://help.holistiplan.com/how-do-i-edit-my-households)
- [What is the All Households Page?](https://help.holistiplan.com/what-are-households)
- [Make a household Read-Only and Reactivate Households](https://help.holistiplan.com/inactive-households)
- [Private Households](https://help.holistiplan.com/private-households)
- [Merging Households](https://help.holistiplan.com/merge-households)
- [Household Tags](https://help.holistiplan.com/how-can-i-apply-tags-to-households)
- [Creating Teams](https://help.holistiplan.com/creating-teams)

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## Tools & Resources

- [Holistiplan AI Assistant (Beta)](https://help.holistiplan.com/holistiplan-ai-assistant-beta)
- [Tax Return Staging](https://help.holistiplan.com/tax-staging-screen)
- [Reporting - Tax Screen](https://help.holistiplan.com/tax-reporting)
- [Schedule B Summary Report](https://help.holistiplan.com/holistiplan-schedule-b-summary-report)
- [Age Milestone Reminders](https://help.holistiplan.com/age-reminders)
- [Turning on the Marketing Toolkit](https://help.holistiplan.com/where-is-the-marketing-toolkit)
- [Tax Return Review Checklist](https://help.holistiplan.com/do-you-have-a-tax-return-checklist)
- [Do You Have a Tax "Cheat Sheet?"](https://help.holistiplan.com/do-you-have-a-tax-cheat-sheet)
- [How do I create a cash flow exhibit?](https://help.holistiplan.com/how-do-i-create-a-cash-flow-exhibit)
- [How do I create expense groupings in the Cash Flow visualizer?](https://help.holistiplan.com/how-do-i-create-expense-groupings)
- [How do I add and/or delete income and expense items within cash flow exhibits?](https://help.holistiplan.com/how-do-i-add-and/or-delete-income-and-expense-items-within-cash-flow-exhibits)
- [Email Capabilities: Email Setup, Tax Return Request, and Insurance Declaration Request Workflow Overview](https://help.holistiplan.com/outreach-center-email-setup-and-tax-return-request-workflow-overview)

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## Firm Admins

- [Can I Customize My Client Deliverables?](https://help.holistiplan.com/can-i-customize)
- [Auto-Delete PDFs](https://help.holistiplan.com/what-is-the-auto-delete-feature)

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

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