---
title: Household Tags
description: Firm Admins can create tags to classify/categorize households in individual household pages, which can then be applied to any household across the firm.
---

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# Household Tags

## Add tags to a household to filter households by categories you choose!

Firm Admins can create tags that any user can add to individual households, helping classify and organize households based on any criteria they choose.

While individual users can add and remove tags for their households, only Firm Admins have the ability to create and edit tags.

### Creating Tags

To create a tag, Firm Admins can navigate to any individual household's Details page and click the **Manage Firm Tags** link:

![Screenshot 2026-05-20 at 8.27.04 AM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-05-20%20at%208.27.04%20AM.png?width=670&height=207&name=Screenshot%202026-05-20%20at%208.27.04%20AM.png)

Click the **+Create New Tag**. Enter the name and associated tag color on the subsequent screen, then click **Add**.

![Screenshot 2026-02-05 at 4.34.34 PM](https://help.holistiplan.com/hs-fs/hubfs/Screenshot%202026-02-05%20at%204.34.34%20PM.png?width=670&height=229&name=Screenshot%202026-02-05%20at%204.34.34%20PM.png)

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-29-2026-01-34-15-1845-PM.png?width=450&height=293&name=image-png-Jan-29-2026-01-34-15-1845-PM.png)  
Any user can select and filter **Tags** as one of the columns in the All Households page by clicking Column Setup on the right side of the All Households screen:

![](https://help.holistiplan.com/hubfs/image-png-Feb-13-2023-04-43-45-6047-PM.png)

Some advisors have found some of the common tags below helpful to use across their client base:

- Roth Conversion
- QCDs
- DAF Contribution
- Backdoor Roth
- Prospect
- Family/Friends
- Traditional IRA Contribution
- Nondeductible IRA
- Itemized Deduction
- Standard Deduction
- Estimated Tax Payments
- Tax Extension 

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