THE COMPANION TO TAX SCRIPT STUDIO · 2026 SEASON
Look up a client's deductions faster than they can describe their job.
Describe your client in plain English — job, side hustle, life situation, even a typo or two — and the lookup below finds the closest matching categories, every current 2026 figure, and a ready-made social post — then carry it straight into Tax Script Studio to turn it into a script.
2026 Tax Year · Quick Facts
CLIENT LOOKUP · TYPO-TOLERANT SEARCH
"I have a client who is a …"
Describe them in your own words — job, side hustle, life situation, whatever they told you, typos and all. The lookup uses fuzzy matching across 22 detailed categories to find the closest deduction checklist, even from a long, messy phrase.
Tip: mention the job and anything else true about them ("self-employed electrician who also rents out a duplex") — the lookup matches every category it can find, and will always surface its closest match even on an unusual phrase or a typo.
QUICK REFERENCE
2026 tax year, at a glance
The full set of figures affected by the One Big Beautiful Bill Act (OBBBA) for 2026 — worth having open during intake, since several changed again from last year and two (mileage, energy credits) shifted mid-year or expired outright.
HOW TO USE THIS ON A CALL
From intake to filed — and content along the way
Client calls or walks in
Every client is really a mix of categories — get the full picture during intake, not just their job title.
Ask what they do
Type it into the lookup above, exactly how they said it. Typos, long phrases, and side hustles are all fine — it'll find the closest match.
Pull the full checklist
Get the complete, uncondensed deduction list and source links in seconds instead of digging through last year's PDF guides.
Apply it to the return
Cross-check against this year's numbers — the SALT cap, the mid-year mileage change, and every OBBBA provision especially.
Turn it into content
Copy a ready-made post for the deduction you just used and grow your book between clients.
Building your own content around this?
Tax Script Studio has done-for-you scripts and social content built specifically for tax pros — grab more than the quick posts below.