Wizzy is your AI-powered tax assistant that works directly inside TaxWise and TaxSlayer. It extracts and organizes information from client documents so you can prepare returns faster, with fewer errors, and more confidence.
Wizzy currently supports a wide range of forms in both TaxSlayer and TaxWise. If you see Active next to a form, that means you can count on Wizzy to handle it for you.
| Form Name | What It Covers | TaxSlayer Status | TaxWise Status |
|---|---|---|---|
| Federal Return | IRS Form 1040, income, deductions, credits, and tax liability | Active | Active |
| State Return | State-level income tax filings, credits, and adjustments | Active | Planned, but inactive |
| Main Info | Core taxpayer information (name, SSN, address, etc.) | Active | Active |
| Dependent | Dependents and related details | Active | Active |
| W-2 | Wages and income | Active | Active |
| ID | Client identification (driver’s license) | Active | Active |
| 1098 | Mortgage interest | Active | Active |
| 1099-NEC | Non-employee compensation | Active | Active |
| 1099-R | Retirement income and distributions | Active | Active |
| 1098-T | Tuition statements | Active | Active |
| 1098-E | Student loan interest | Active | Active |
| 1099-INT | Interest income | Active | Active |
| 1095-A | Health insurance marketplace coverage | Active | Active |
| 1099-G | Government payments (unemployment, refunds, etc.) | Active | Active |
| 1099-MISC | Miscellaneous income | Active | Active |
| 1099-DIV | Dividend income | Active | Active |
| Bank Products | Refund transfers, direct deposit products, and related banking settlement options | Active | Active |
| 1099-SA | Distributions from Health Savings Accounts (HSAs), Archer MSAs, and Medicare Advantage MSAs | Active | Active |
| 1099-B | Proceeds from broker and barter exchange transactions (stocks, bonds, mutual funds, etc.) | Planned, but inactive | Active |
| Childcare | Child and dependent care expenses, Form 2441 | Planned, but inactive | Active |
| Business | Business income, deductions, and related schedules | Not Supported | Not Supported |
| Medical | Medical expenses and deductions | Not Supported | Not Supported |
| Credits | Various tax credits | Not Supported | Not Supported |
| Business Expense | Detailed business operating expenses | Not Supported | Not Supported |
| Schedule C | Profit or Loss from Business (sole proprietorship) | Not Supported | Not Supported |
| Schedule D | Capital Gains and Losses | Not Supported | Not Supported |
| Capital Gains | Investment sales, stock/bond gains outside of Schedule D | Not Supported | Not Supported |
| Receipts | General client receipts for income or expenses | Not Supported | Not Supported |