Yes. AI can handle the data entry for a Schedule C in TaxSlayer Pro Web. SmartWiz's assistant, Wizzy, reads the client's income and expense documents, enters the figures into the Schedule C inside TaxSlayer, and flags anything uncertain for the preparer to review. The preparer still makes every judgment call on deductions and classifications. The video below shows a complete self-employment return prepared this way from start to finish.
Schedule C returns are where manual entry hurts most. A W-2 return is a handful of boxes. A self-employed client shows up with 1099-NECs from multiple payers, a shoebox of expenses sorted into categories, mileage, and sometimes a home office. Keying and totaling all of it is why preparers quote self-employment returns at a premium and why they pile up in March. Automating the entry does not change what you charge; it changes how many of them you can take.
How a Schedule C runs in TaxSlayer with Wizzy
- Collect the client's documents as usual: 1099-NECs, income summaries, expense records, organizers. PDFs, photos, and scans all work.
- Wizzy processes the documents and builds the client profile, about two to three minutes.
- Open the return in TaxSlayer Pro Web and run One-Click Return. Wizzy enters the income and expense data into the Schedule C fields.
- Review side by side. Every entered figure sits next to its source document. You confirm categories and amounts, and you make the calls on anything judgment-based, like what qualifies and where it belongs.
- Finish the return in TaxSlayer and file it yourself. Wizzy does not e-file.
FAQ
Does Wizzy decide what counts as a deductible business expense?
No. Wizzy enters what the documents show. Whether an expense qualifies and how it should be classified is the preparer's judgment, which is exactly how it should be.
What if the client's records are messy?
Wizzy reads what is legible and flags what it is not confident about. Clear copies read best. Messy records still need a preparer's eye; they just no longer need a preparer's typing hands.
Can it handle multiple 1099-NECs from different payers?
Yes. Multiple income documents for the same client process together into the profile and enter into the return.
Does this work for other self-employment situations, like gig work?
Yes. Gig income on 1099s follows the same flow: documents in, data entered into TaxSlayer, preparer review before filing.
Is client data safe?
Yes. SmartWiz is SOC 2 compliant, data is encrypted in transit and at rest, and SmartWiz does not train AI models on client data. Details at smartwiz.ai/security.
See it on your own Schedule C clients: book a demo at smartwiz.ai/demo.