Skip to content
English
More support
Go to app.holistiplan.com
  • There are no suggestions because the search field is empty.

Tax Report Default Sections

For firms who consistently show and/or hide specific sections of the Tax Report, this feature allows you to  select default sections that will appear firmwide.

To edit the Tax Report default sections, Firm Admins can navigate to Settings > Customization, scroll down the page, and select the third Tax Report tab in the menu:

 

 

 

Underneath the Key Figures customization section, Firm Admins can check which sections will show up by default on all Tax Reports.

Note: These selections will apply across the entire firm.

Users will still be able to show and/or hide sections as they see fit by clicking on the Manage Sections button at the top of the Tax Report, but the default layout set at the firm-level is how all Tax Reports will look upon first visit.