Yes, Schedule C, Schedule E and K-1 data can flow into CrossLink Online through SmartWiz. Collect the client's business intake through a form (Jotform, Cognito Forms, GoHighLevel, or the SmartWiz organizer), or have the client fill out a Schedule C or Schedule E intake form directly. Upload the form and any supporting documents. Wizzy reads the intake and documents, builds a client profile you review, and One-Click export enters it into CrossLink Online, where you review side by side and file.
How it works
Wizzy reads Schedule C intake (business name, income, expenses by category, vehicle and home office details) and Schedule E intake (rental properties, income, expenses, depreciation). It also reads K-1s from partnerships, S corporations and trusts (Forms 1065, 1120-S and 1041). The intake form or uploaded documents go into SmartWiz, and Wizzy builds the profile. One-Click export enters it into CrossLink Online, and you review side by side before filing.
Many tax offices already collect business intake through a custom form or a spreadsheet the client fills out. That works. Upload the completed form or spreadsheet into SmartWiz as a document, and Wizzy reads it. If the form is in Jotform, Cognito Forms or GoHighLevel, connect it to SmartWiz and import the submission directly.
What Wizzy reads
- Schedule C intake forms: business name, income, expenses by category, vehicle use, home office.
- Schedule E intake forms: rental property details, income, expenses, depreciation.
- K-1s from partnerships (1065), S corporations (1120-S) and trusts (1041).
- Supporting documents: bank statements, receipts, mileage logs, whatever the client uploaded.
Wizzy does not prepare the Schedule C or Schedule E itself. It reads the intake the client provided and enters it into CrossLink Online. You review, finish and file the return.
The workflow
- Collect the business intake. A form, a spreadsheet, or uploaded documents.
- Upload the intake and documents into SmartWiz or import the form submission if the form is connected (Jotform, Cognito Forms, GoHighLevel).
- Wizzy reads the intake and documents and builds the client profile, about 3–5 minutes per client. Review it and fix anything Wizzy flagged.
- In Chrome, open the client's return in CrossLink Online and run One-Click export from the SmartWiz Chrome extension. For a new client, Wizzy can create the client in CrossLink Online. Review side by side, finish and file yourself.
SmartWiz is an independent company and is not affiliated with CrossLink. CrossLink is a trademark of its owner.
FAQ
Can SmartWiz handle Schedule C and Schedule E for CrossLink Online?
Yes. Collect the business intake through a form or upload the completed intake and supporting documents. Wizzy reads them, builds the profile, and One-Click export enters it into CrossLink Online. You review and file.
What if my client fills out a custom business intake spreadsheet?
Upload it into SmartWiz as a document. Wizzy reads Excel, CSV, PDFs and photos.
Does Wizzy read K-1s?
Yes. Partnership K-1s (1065), S corporation K-1s (1120-S) and trust K-1s (1041) all work.
Does SmartWiz prepare the Schedule C or Schedule E?
No. Wizzy reads the intake the client provided and enters it into CrossLink Online. You review, adjust and finish the return yourself.
What if the client has multiple rental properties or businesses?
Wizzy handles multiple Schedule C and Schedule E entries. The intake form or spreadsheet should list each one, and Wizzy reads them all.
Can I use my own Schedule C intake form?
Yes. If your form is in Jotform, Cognito Forms or GoHighLevel, connect it to SmartWiz. Otherwise, upload the completed form as a document.
See it with your own clients: book a demo at smartwiz.ai/demo.