Adding Tax Report Note to Wealthbox | Scribe

    Adding Tax Report Note to Wealthbox

    • Aaron Graham |
    • 7 steps |
    • 17 seconds

    Start by Logging In to Holistiplan

    1
    Navigate to [https://app.holistiplan.com/households/](https://app.holistiplan.com/households/)
    2
    Click on a household that is linked to Wealthbox.
    information ordinal icon
    Tip: You can tell if households have been linked to Wealthbox if there is a Wealthbox icon next to the household name.
    3
    Access the client's "Tax Report."

    Send to Wealthbox

    4
    Click "Send to Wealthbox" button at the top of the screen.
    5
    You will receive a message once the note was sent successfully to Wealthbox.
    6
    Navigate to Wealthbox 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 Wealthbox.