Help Center
Go to app.holistiplan.com
Tax Report Information
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Property & Casualty
Back to home
Help Center
Tax Report Information
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Property & Casualty
Tax Report Information
Sample Tax Reports
fpPathfinder Integration
Kitces Integration
Going over the Tax Report
Unemployment Compensation For 2020
How do I customize the Tax Report's Key Figures?
Tax Report FAQ
Why does it look like the tax loss carryforward isn't calculated correctly?
Which features offer a "Presentation Mode" in Holistiplan?
Is the Marginal Tax Bracket Calculation Off?
MAGI (Modified Adjusted Gross Income)
Safe Harbor Information
HSAs (Health Savings Accounts)
Unemployment Notification
Coronavirus (COVID-19) Stimulus Rebates
How Does Holistiplan Handle Medicare Part B/D IRMAA (Income Related Monthly Adjustment Amount) Surcharges?
See more
