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@troy2 wrote:

...I WANTED TO BE ABLE TO UPLOAD MY CLIENT’S TAX DOCUMENTATION INTO THE SOFTWARE AND HAVE THE TAX RETURNS DONE..

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To be able to do that on scale, at this present time when neither the compliance ecosystem nor the technology is ripe for it, the returns you prepare will have to be the most basic.

Even then, some level of human intervention would be inevitable.  While you can certainly import data from certain information returns such as 1099's, someone, whether credentialed or not, will still have to review the return and sign on the dotted line - that is, provided your clients will make all the basic input from an electronic organizer.

If you are looking for electronic organizers that can bridge your clients' entries into the return, it is available only in Lacerte as an add-on but not ProSeries.  Electronic organizers, however, are not for everyone and can cost you more time than it's worth - garbage in, garbage out as the saying goes.  For one, clients who have simple returns tend to either (a) not want to complete an electronic organizer because their returns are so straightforward that they may as well prepare their own returns if they had to make any input or (b) lack the sophistication to enter the data correctly.  Clients with moderate to complex returns would fit the profile better; unfortunately, the reliability of these clients' input is inversely correlated with the complexity of their returns.

There will may come one day when everything can be automated - when everything is known to the government and AI takes over our lives.  Until then, it's about striking a balance.  The day I can "UPLOAD MY CLIENT’S TAX DOCUMENTATION INTO THE SOFTWARE AND HAVE THE TAX RETURNS DONE" is probably the day I will be forced to retire from this business (and perhaps focus on only consulting unless AI has also overtaken the human brain).