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Auto-Delete PDFs

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 support@holistiplan.com to turn this on.

Once enabled, our Auto-Delete feature will automatically delete uploaded PDFs 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 the Holistiplan team 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), 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 users from accessing Tax Reports, the Tax Explainer or Scenario Analysis features.

Additionally, if previously uploaded PDFs need to be deleted from the platform as well, please let the Support team member know when making the initial request to turn the feature "on" for the account. 

How much of the personally identifiable information (PII) is needed to process an uploaded return? This article explains that here!