The Auto-Delete feature automatically deletes the copy of an uploaded return once we've generated a Tax Report. Email our Support Team directly at help@holistiplan.com to get that set-up on the account for you!
Once enabled, our Auto-Delete feature will automatically delete your uploaded PDF after the OCR software gathers the necessary data to verify the Total Tax calculation and produce the Tax Report, Tax Explainer and Scenario Analysis related to the return in question.
As a result, the PDF will no longer be available for us to reference if there should be a question about the return. While we generate a replica that includes a summary of the return (which does not include any personally identifiable information and is not stored or kept on file), that replica will only have information on fields that the OCR software reads into the system. It will not include supporting statements, schedules or forms that we do not read, which may mean that we can't reference every line item when questions arise.
Turning on Auto-Delete does not prevent you from accessing Tax Reports, the Tax Explainer or Scenario Analysis features - you'll still see those just fine.
If you are wondering how much of the personally identifiable information (PII) is needed to process an uploaded return, check out our article on that here!