Adding Tax Report Note to Redtail | Scribe

    Adding Tax Report Note to Redtail

    • Emily Joles |
    • 7 steps |
    • 28 seconds
      1
      Navigate to [https://app.holistiplan.com/households](https://app.holistiplan.com/households)
      2
      Click on a household that is linked to Redtail.
      information ordinal icon
      Tip: You can tell if households have been linked to Redtail if there is a Redtail icon next to the household name.
      3
      Access the client's "Tax Report."
      4
      Click "Send to Redtail" button at the top of the screen.
      5
      You will receive a message once the note was sent successfully to Redtail.
      6
      Navigate to Redtail for the household for which the Tax Report belongs to.

      Confirm Record and Update as Necessary

      7
      This is what the Tax Report will look like once recorded as a Note in Redtail for the respective client.