What is the All Households Page?

On the All Households screen, users can easily search, filter, and identify clients based on criteria in each column. 


On the main Households page, a list of clients and important information about them is summarized.

Households can be searched for by name, but clients can also be sorted and filtered by:

• Age
• State
• AGI
• AGI Last Year on File - The Last Year on File columns are for those who don't have the current tax return in the system. This will show information based on the most recent year Holistiplan has on file.
• Marginal Bracket
• Marginal Bracket Last Year on File - The Last Year on File columns are for those who don't have the current tax return in the system. This will show information based on the most recent year Holistiplan has on file.
• Carryforward Loss
• Carryforward Loss Last Year on File - The Last Year on File columns are for those who don't have the current tax return in the system. This will show information based on the most recent year Holistiplan has on file.
• Tax Returns (showing the the year of each return in the system for that household)
• Age Milestones — Here you'll see indicators of active and imminent age-related milestones such as qualified charitable distributions (QCD), and required minimum distributions (RMDs). You can hover over those milestone buttons to get quick bites of additional info.
• Unit
• Team
• Ins. Risk Mgmt.
• Subsidiary
• Upload Return (button to upload a return into a specific household vs. clicking the "Upload Return" button at the top of the Household screen and then selecting the household)
• Tax Preparer
• Primary Advisor
• Tax Letter
• Last Year on File
• Cash Flow
• Scenarios
• Last Activity Date
• Actions

Add, remove, and reorder the items in the bullet point list above by clicking on the Column Setup link on the right-hand side of the screen.