Editing Schedule B/E Data

While Holistiplan does read in Schedules B and E for informational purposes, interest and dividend income is drawn from lines 2 and 3 of Form 1040 and Schedule E income from line 5 of Schedule 1.

Accordingly, Schedules B / E are not verified by staff members, which may result in some incomplete or incorrectly read information in the Schedule B or E sections of the Tax Report. When this happens, manual adjustments can be made to the Schedule B / E in the View Document screen.

If an upload includes Form 1040 and an additional duplicate Form 1040—both accompanied by a Schedule B and/or E—please be aware that our OCR system will process and capture all data from both Schedules. As a result, line items may be duplicated.

Refining Data on Schedule B:

Select the household you would like to edit from the Households screen.
Navigate to the Returns tab under the Tax section and click View Return.
Scroll down to the Schedule B section.

After adjusting the data, click Submit Schedule B Lines to apply those changes to the Tax Report.
These changes should reflect in the Tax Report and Schedule B reports.

Refining Data on Schedule E:

Navigate to the Schedule E portion of the Document View screen.
Note that only names of the Properties, Partnerships, and Trusts can be adjusted and not values reported on the Schedule E.

After clicking Submit Schedule E, these changes should reflect in the Tax Report.

Editing Schedule B/E Data

This article guides you through modifying Schedule B / E data within the View Document screen to ensure the corresponding Tax Report correctly reflects the uploaded PDF.

Refining Data on Schedule B:

Refining Data on Schedule E: