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- Help Center
- Tax Letter Information
- Tax Letter FAQ
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What Level of Subscription Do I Need to Access the Tax Letter?
The Tax Letter is a feature for Premium Subscriptions
To access the Tax Letter feature, you must be subscribed to a Premium level plan. If you are on an upload based subscription plan and subscribed prior to January 1st, 2025, then the Premium level starts at any plan that comes with 75 uploads. If you subscribed to Holistiplan on or after January 1st, 2025, then you are on a household based subscription plan which allows you to choose whether or not you subscribe at the Premium level regardless of the amount of households you purchase. Adding the Premium level to a household based subscription plan does come with an additional cost. If you wish to upgrade to gain access to the Tax Letter tool, then please reach out to our support team at support@holistiplan.com.