Single filer from an IRS wage and income transcript with a W-2, 1099-B and a 1099-DIV

Run it yourself with Wizzy

1. 1

   Use an intake system every year.

   Organizers are due diligence and they make Wizzy stronger. SmartWiz includes a client intake link under your account at no extra cost. If you already use JotForm, Cognito Forms, GoHighLevel or Taxes2Go, keep them. Wizzy connects to those tools and fits your flow instead of replacing it.

2. 2

   Connect your form tool once.

   Open the extension, choose Add a Client, scroll to More Integrations and pick your tool. Turn off ad blockers, open the login tab, sign in and let Wizzy finish. Pin the intake form you want. Then you can import clients from that list without waiting on the one that is still processing.

3. 3

   Prefer an unmasked IRS transcript.

   Wizzy can process IRS wage and income transcripts. Before you upload, check every page for a full SSN and full EINs. Masked values make Wizzy pause each time an EIN is needed. Ask the client for an unmasked copy, or use Form 8821 when you request it for them.

4. 4

   Drag the transcript in, then wait.

   Add a Client, scroll to the drop box and drag the transcript PDF. Create Client. A short transcript takes a few minutes. A very long one can take much longer. You do not have to wait on screen: go back to the client list and start the next upload.

5. 5

   Review what the transcript actually gave you.

   Open the profile. Wizzy splits one long PDF into the forms it will export, like the W-2, 1099-B and 1099-DIV, and can jump to that page inside the transcript. Click Client information. Blank phone, date of birth, occupation and direct deposit are normal when you only uploaded a transcript. Wizzy only knows what you gave it.

6. 6

   Add a forgotten document after processing.

   Wait until the profile is built. Use Upload on the client, pick the file, tell Wizzy what it is (for example client's driver's license) and start the update. Wizzy reprocesses the full return so the new file fits the profile. Here the license filled date of birth; it still did not invent a phone number or occupation.

7. 7

   Returning clients: Wizzy does not overwrite.

   For a returning client, Wizzy opens the carry-forward and only adds what is new. It will not replace an old address or phone with a new one from this year's upload. That is intentional. Resolve flagged questions before you export. A new client with missing fields will pause and ask; a returning client can keep going when the software already has those fields.

8. 8

   One-click, then leave feedback.

   Check What will get exported, unlock the return and press Run One Click. This run went to TaxSlayer. When it finishes, rate the run and say what was right and what was wrong. Feedback trains Wizzy for your office. Use something like the Oreo method: positive, negative, positive.