IntegrationsDeep dive1:02:35W-2 wage earnersSchedule C / self-employed1099-NEC side incomeIntake & integrationsOLT (LMG Pro Tax)
Married filing jointly with a hair studio P&L, five W-2s, a 1099-NEC and a 1099-G
Wednesday, Sep 30, 2026 · 1 hour 10 minutes 34 seconds · Exported to OLT (LMG Pro Tax)
Practice files
The same client folder used live. Run it in your own software.
Client folder in Drive
2025 - Liam L. Jackson
In Drive, choose Download on the folder to get it as one .zip for Wizzy.
- Client organizer (four pages, no direct deposit)
- W-2 ×5 (three for the taxpayer, two for the spouse)
- Grubhub 1099-NEC
- 1099-G
- Profit & loss: Ava & Liam Hair Studio
- Bank transaction statement: Ava & Liam Hair Studio (left out of the upload)
- Driver's license ×2
The return at a glance
A married couple filing jointly with five W-2s between them, a Grubhub 1099-NEC, a 1099-G and a hair studio they run together. The studio came in as raw bank transactions and as a structured P&L, and only the P&L went to Wizzy. The session spends time on why every client should go through an intake system, then exports to OLT (shown as LMG Pro Tax) and troubleshoots a driver's license Wizzy tagged to a dependent. It ends with the four systems a million-dollar office runs on.
| Filing status | Married filing jointly. Two driver's licenses in the folder. |
|---|---|
| Wages | Five W-2s: three for the taxpayer, two for the spouse. One is from California. |
| Business | Ava & Liam Hair Studio on a Schedule C, from a structured P&L. Wizzy sorted each expense into a Schedule C category. |
| Side income | Grubhub 1099-NEC. Wizzy treats it as its own business on a Schedule C. |
| Other forms | 1099-G |
| Gaps | No direct deposit on the organizer. Wizzy also built a dependent the client does not have; it was deleted before export. |
| Intake | Four-page organizer plus documents, downloaded from Drive as a .zip. Unzipped, the bank transaction statement deleted, and the rest dragged into Add a Client. |
Run it yourself with Wizzy
- 1
Read the organizer before you upload.
Wizzy is a team member. It works with the information you give it, like anyone on your staff. This organizer had dates of birth, occupations and the spouse, but no direct deposit. Wizzy can still do the return. For best results, gather everything the return needs at the organizer stage.
- 2
Turn bank statements into a P&L first.
Wizzy can take a pile of bank transactions, but you wouldn't hand that to a new data entry person either. Upload the statements to a GPT and ask for a structured profit and loss statement. Upload the P&L, and leave the bank statements out so Wizzy never sees them.
- 3
Pin Wizzy, then upload.
Click the puzzle piece in Chrome and pin Wizzy so it's one click away. Open Add a Client, drag the files into the box and create the client. You don't have to wait: start the next client while this one processes.
- 4
Put every client through an intake system.
Use the free JotForm template, the SmartWiz intake (My Clerk), Taxes2Go, GoHighLevel or Cognito Forms. Which one matters less than having one. Clients who finish intake show up in SmartWiz ready to process, so you can select them all and run them in bulk. If you have your own intake software, talk to support.
- 5
Clear the questions, then check the profile.
Answer or skip Wizzy's questions first; here the home office square footage was skipped for both businesses. Look for warning signs in Client information. Wizzy added a dependent the client doesn't have, so delete it. Yellow tags show how each document is treated: the 1099-NEC and the P&L each become a business.
- 6
Run one-click into OLT.
Unlock the return and press Run One Click. For a returning client, Wizzy only adds what is new and does not overwrite what is already in the software. When Wizzy is unsure, it pauses and asks.
- 7
Fix the document, then reload.
A heart on a document means it belongs to the spouse; a cradle means a dependent. Here the taxpayer's driver's license was tagged to a dependent, so OLT asked for an ID Wizzy had. Edit the document type, reload the client's data so Wizzy reprocesses it, and run one-click again.
- 8
Ask what your software asks.
OLT wants more up front: no spaces in the license number, the first characters of the document number from the back of a New York license, and residence details for the California W-2. Know what your tax software asks for and put those questions in your intake.
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