Can AI help prepare a Form 3115 for a cost segregation study and translate the results into specific tax software input fields?

A member described having Claude help prepare a Form 3115 for a client's cost segregation (CAX) study. The workflow involved going back and forth with the AI, entering data and asking whether each entry was correct, since some of this work still requires professional experience to judge right from wrong rather than blindly trusting the tool's output. Notably, the AI was able to recognize which tax software the preparer uses (in this case, Lacerte, referred to phonetically as 'Lert') and tell them exactly which box or field to put specific figures into. It was suggested this capability could eventually function like an on-demand training module — someone with a question on how to complete a task could feed it into the AI and get guidance. It was also noted this could make it easier to switch to a cheaper tax software (moving away from a costlier platform like UltraTax) since the AI can guide you on where to input data even in unfamiliar software, reducing the switching-cost barrier of learning new software from scratch.