Skip to main content

Activate the Holistiplan Integration

Simple steps to get up and running with the TaxStatus for Holistiplan integration.

Updated over a year ago

In this article, you'll learn:

Step 1: Activate the Integration

Note: You will need to be an Admin for your firm's TaxStatus and Holistiplan accounts.

Start by being signed into TaxStatus.

  1. Navigate to Settings > Company settings in the upper right of your screen.

  2. Scroll down to Integrations and toggle the Status of the Holistiplan integration to ‘on’.

  3. Copy the Firm API Key.

Now, sign into Holistiplan.

  1. Navigate to Settings > Integrations.

  2. Locate the TaxStatus integration.

  3. Paste the Firm API Key into the TaxStatus Company ID field.

  4. Click Enable TaxStatus Integration.

Step 2: Sync TaxStatus Clients in Holistiplan

The goal of this step is to save the TaxStatus Client IDs into the Holistiplan profiles of any clients you wish to pull transcripts for. Upon completion, tax return transcripts will be available for use within Holistiplan.

Within TaxStatus, look up your client and navigate to their Transcripts page. Locate the Client ID on the right side of the page and copy it.

Next, within Holistiplan, navigate to the Household screen, then:

  1. Click the Edit button for the client.

  2. Enter the ID in the TaxStatus Reference ID field.

  3. Click Save Changes.

💡 Holistiplan has a help article on this same topic:

Holistiplan Support

Did this answer your question?