Tax Report FAQ
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      Is there a "Presentation Mode" of the Tax Report?

      The Presentation Mode is available for the Tax Report and other reports within Holistiplan to review live with your clients!

      Some advisors prefer to view Holistiplan reports interactively while logged in to the software. To meet that need, we offer a specified "Presentation Mode" in various reports on the platform. This allows the user to display reports without the Holistiplan header information that includes the tabs along the top right-hand side of the screen. See below for screenshots representing the differences in the traditional view and "Presentation Mode" within the Tax Report.

       

      Presentation Mode: Off



      How-to Tip: In order to turn the Presentation Mode on, you simply select "Presentation Mode" located in the upper right-hand side of the Tax Report. In order to turn it off, you would simply select it again, but this time, it will say, "Presentation Mode Off." 

       

      Presentation Mode: On