Currently, we support individual federal income tax returns as reported on Form 1040.
Our OCR (Optical Character Recognition) software is designed to read standardized tax forms and schedules. We do not currently support for returns for trusts and estates (Form 1041), business returns (Form 1065, Form 1120, or Form 1120S), gift tax returns (Form 709), or other tax return formats.
If your client has an amended return (Form 1040X), you are welcome to upload it as long as it contains the new and revised 1040 with the amended information. Our system cannot read amended returns unless it is accompanied by the revised 1040, but many preparers have a standard practice of including the revised version of the 1040 with the amended return.
Holistiplan does not read in state returns, but we do support State Taxes, which allows you to input the client's state tax information in the Scenario Analysis screen.