Holistiplan's Tax Reporting feature allows you to create customized, filtered reports with multiple data points.
While we've expanded over time what users can see on the Household screen, there's a limit to what we can show and still have that screen be usable. At the same time, we recognize that users may want to extract more pieces of information from multiple clients' returns for data gathering and reporting functions.
When enabled, Holistiplan's "Tax-Reporting" feature allows just that. Firm admins can enable reporting by navigating to Settings/Security Settings and toggling on the "Reporting" feature:
Once toggled on, users should see a new entry in the Tools and Resources subheader titled "Reporting-Tax":
To add a new report, click the "Add New Report" button:
The subsequent Filtering & Columns screen allows users to identify the tax years, upload date range, and various data points they wish to search and add to their report:
- Report Title is the name of the Report and should be used to distinguish from other reports.
- Based on Tax Year allows users to indicate which tax years they wish to search. Users can selected individual years (e.g., Most Recent Tax Year, 2022, 2021, etc.) or All years.
- Based on Upload Date Range limits the search to returns uploaded within the specified range. If your report returns no data, the first thing to check is the upload date range, as the default radio button is marked as "Today." That means that unless a user changes the upload date range, the initial search will look for returns uploaded on the day that the initial query is run.
Users can then select which columns/data points they wish to include in their Report. Users can select individual data points or chose every data point by clicking the "Select All" button at the bottom. When finished, click "Generate & Save Report":
The Report screen will then show the Report along with three possible actions
The pencil icon will allow users to edit the report by coming back to the Filtering and Columns screen.
The trash can icon will delete the report.
The eyeball icon will open the report, a partial screenshot of which is displayed below:
Users can still access the Filtering & Columns screen when viewing the report by clicking the Filtering & Columns button. Additionally, users can export the report as a CSV file by clicking the Export Report button.
