![Holistiplan Logo (800x200 px).webp]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp){kind=small}
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