Tax Return Staging

To access the Tax Return Staging Screen, navigate to Tools & Resources > Tax Return Staging

Once in the Tax Return Staging screen, the status of each client household's tax return on a tax year basis will show. To navigate between tax years, select the appropriate tax year from the drop-down box outlined below. A running total for the selected tax year's returns across all the available statuses will be shown in teal. 



The various statuses for returns include:

• No Return - No return on file, and needs to be requested
• Return Requested - Return has been requested, but not yet received
• Processing - Return has been uploaded, and Holistiplan is still processing the uploaded return
• Uploaded - Return has been successfully uploaded and processed, but not yet reviewed by their advisor.
  
• In Review - Return and Tax Report is currently being reviewed by their advisor
• Completed - Return has been received, uploaded, and reviewed by their advisor
• Opted Out - Client has opted out of sending their return to their advisor
• Client Extended - Client has filed for an extension of the deadline to file from April 15 to October 15

Within each tax year's staging screen, adjust the status of the various returns. Returns that have been successfully uploaded offer quick links to the Tax Report, Scenario Analysis, and, for Premium subscribers, the Tax Explainer.

Click View Return view the uploaded PDF, or click the ellipses (...) to create a new Client Upload Link, deactivate the household, or upload a new return into the household straight from the Tax Return Staging screen.

Change the status of multiple returns at once by checking the checkbox for the desired returns and selecting a status from the Actions dropdown menu to take the same action on all selected households. 

The results of the Tax Return Staging screen can be filtered by any of the column headings to sort tax returns by Review Status, Household name, Advisor, Last Action, Links, or Next Action. To filter the results, simply click on the column heading.