Yes. AI can prepare the full data entry for a tax return in OLT Pro. SmartWiz's assistant, Wizzy, reads all of the client's documents together, builds the client profile, and enters the entire return inside OLT Pro: wages, insurance forms, income statements, everything the client brought. Wizzy even completes the due diligence section, and the preparer reviews every figure and every answer side by side against the source documents before filing. Not one form at a time; the whole return in one run. The video below shows exactly that: a complete return with two W-2s, a 1095-A, and the due diligence checklist, start to finish.
The reason "full return" matters is that partial automation does not actually save an office much. A tool that reads one W-2 still leaves the preparer keying everything else, and the return is only done when all of it is in. A real full return is also rarely simple: the client in the video has two jobs and marketplace insurance, which means two W-2s and a 1095-A, the twelve-month grid of premiums, SLCSP amounts, and advance credit payments where one transposed cell changes the premium tax credit reconciliation and the client's refund. Wizzy processes all of it together and enters all of it together, which is what turns most of an hour of careful keying into minutes of review.
How this return runs in OLT Pro with Wizzy
- Collect the client's documents as usual: both W-2s, the 1095-A, and anything else, as PDFs, photos, or scans.
- Wizzy processes the documents together and builds the client profile, about two to three minutes. Multiple W-2s for the same client process in the same run.
- Open the return in OLT Pro and run One-Click Return. Wizzy enters the wage data from both W-2s and the month-by-month 1095-A figures into the return.
- Review side by side. Every entered figure sits next to its source document, so you verify the 1095-A grid against the form instead of keying it from the form. Anything Wizzy was not confident about is flagged first.
- Review the due diligence section, which Wizzy completes for you from the client's information. Confirming those answers remains the preparer's responsibility, and the review makes it fast. Then finish the return and file it in OLT Pro yourself.
FAQ
Is this really the full return, or just certain forms?
The full return. Every document the client brings processes together in one run and enters into the same return: W-2s, 1099s, 1095-A, 1098s, K-1s, Schedule C records, and the rest of the supported forms list, federal and state in all 50 states. The preparer reviews the complete return, not a partially filled one.
Does Wizzy handle the month-by-month 1095-A grid?
Yes. The monthly premium, SLCSP, and advance payment columns enter into the return, and the side-by-side review lets you verify the grid against the form cell by cell in a fraction of the keying time.
What about clients with more than one W-2?
Multiple income documents for the same client process together in one run. Two W-2s, three W-2s, or W-2s plus 1099s all build into the same profile and enter into the same return.
Does Wizzy complete the due diligence section?
Yes. In OLT Pro, Wizzy completes the due diligence section for you from the client's information and documents. Reviewing and confirming those answers remains the preparer's responsibility, and the side-by-side review makes that check take moments instead of minutes.
What if the 1095-A photo is blurry?
Wizzy reads what is legible and flags what it is not confident about rather than guessing. Clear, flat copies read best, and flagged items come to you first in review.
Is client data safe?
Yes. SmartWiz is SOC 2 compliant, client data is encrypted in transit and at rest, and SmartWiz does not train AI models on your client data. Details at smartwiz.ai/security.
Does this work the same in other software?
Yes. SmartWiz is an AI assistant that automates tax return data entry inside professional tax software, including TaxSlayer Pro Web, Drake Online, Drake Desktop, and OLT Pro. The 1095-A is supported everywhere Wizzy runs.
See it on your own marketplace clients: book a demo at smartwiz.ai/demo.