SmartWiz's assistant, Wizzy, reads standard 1040 client documents and enters them inside your tax software: TaxSlayer Pro Web, Drake Online, Drake Desktop, OLT Pro, and CrossLink Online. In TaxSlayer Pro Web, Drake Online, and OLT Pro, Wizzy covers the full individual 1040 workflow below: W-2s, the 1099 family, credits, Schedule C, and state returns in all 50 states. CrossLink Online supports the federal forms below for tax years 2025 and 2024. Drake Desktop runs through the SmartWiz desktop app and enters the forms listed in its own section.
TaxSlayer Pro Web, Drake Online, OLT Pro, and CrossLink Online
How SmartWiz works
Upload a client's documents into SmartWiz however you have them: one combined PDF or a stack of separate files (PDFs, photos, scans, Excel, or CSV). SmartWiz also takes your intake forms and client organizers, plus data from your favorite intake tools like Jotform, Cognito Forms, and GoHighLevel. Wizzy reads every page, splits a combined PDF into individual documents while keeping the original together, and sorts and renames each one by taxpayer, form type, issuer, and tax year. It reads source documents like W-2s, 1099s, and K-1s, as well as Schedule C and Schedule E intake forms, and builds a client profile you review and edit before export. Before export, Wizzy flags things you may want to fix, like a W-2 address that differs from the driver's license, so you pick the right one. For returning clients whose info is carried forward, Wizzy never overwrites existing data—it only adds the new information. Then One-Click Return exports it into your tax software (TaxSlayer Pro Web, Drake, OLT Pro, or CrossLink Online) in about 3–5 minutes, where you review side by side and file.
The lists below reflect the individual 1040 documents Wizzy automates in browser-based software.
Client and return setup
- Main Information
- Personal Information
- ID Document
- Dependent Information
- Student Information
- IP PIN Letter
- E-file Information
- Due Diligence and Due Diligence Checklist
Core income documents
- W-2 Wage and Tax Statement
- 1099-NEC (Nonemployee Compensation)
- 1099-INT (Interest Income)
- 1099-DIV (Dividends and Distributions)
- 1099-R (Distributions From Pensions, Annuities, Retirement Plans)
Additional income and tax statements
- W-2G (Gambling Winnings)
- 1095-A and non-1095-A health insurance statements
- 1098 (Mortgage Interest), 1098-E (Student Loan Interest), 1098-T (Tuition Statement), including institution details
- 1099-B (Broker Transactions), 1099-C (Cancellation of Debt), 1099-DA (Digital Assets)
- 1099-G (Government Payments and State Tax Refunds)
- 1099-K (Payment Card and Third Party Network Transactions)
- 1099-MISC, 1099-OID
- 1099-S (Real Estate), 1099-SA (HSA Distributions), SSA-1099 (Social Security Benefits)
- K-1s, all types
Credits and deductions
- American Opportunity Tax Credit
- Form 8889 (HSA)
- Form 1116 (Foreign Tax Credit)
- Schedule A charitable cash contributions
Schedule C (self-employed)
- Business Income and Loss
- Income and Cost of Goods Sold
- General Expenses, Other Expenses
- Car and Truck Expenses
- Business Information and Business Expenses
Schedule E (rental and royalty)
- Schedule E intake form
State
- All 50 states: add a state, starter state forms, and additional forms for select states
Drake Desktop
Drake Desktop runs through the SmartWiz desktop app on Windows, with white-glove onboarding from the SmartWiz team. Wizzy enters:
- Main Information
- Personal Information
- ID Document
- Dependent Information
- W-2 Wage and Tax Statement
- W-2G Certain Gambling Winnings
- 1099-INT Interest Income
- 1099-DIV Dividends and Distributions
- 1099-R Distributions From Pensions
- 1099-NEC Nonemployee Compensation
- 1099-MISC Miscellaneous Income
- 1099-G Certain Government Payments
- 1098 Mortgage Interest Statement
- 1098-E Student Loan Interest
- 1099-SA HSA/MSA Distributions
- 1095-A Health Insurance Marketplace Statement
- Form 2441 Child and Dependent Care
FAQ
Is coverage the same in every software?
TaxSlayer Pro Web, Drake Online, and OLT Pro share the full browser workflow above. CrossLink Online covers the same federal forms for tax years 2025 and 2024. Drake Desktop runs through the SmartWiz desktop app and enters the forms listed in its section, and coverage grows regularly.
What about a document that is not on this list?
Upload it anyway. Wizzy reads what it can and flags what it is not confident about, and the side-by-side review shows you exactly what was entered from where. The list above is what is fully supported today, and coverage grows regularly.
What file formats can documents be in?
PDFs, photos, scans, Excel, or CSV. Clear, legible copies read most accurately, and anything uncertain is flagged for review rather than silently entered.
Does processing use a credit every time?
One credit unlocks a client. Re-running that client is free, and adding a forgotten document does not use another credit. Only a separate tax year uses another credit.
See Wizzy run your document stack: book a demo at smartwiz.ai/demo.