# AI Tax Prep - [How does Filed AI extract and process K-1 data?](https://help.filed.com/filed-help-center/ai-tax-prep/how-does-filed-ai-extract-and-process-k-1-data.md): Explains how Filed AI extracts and structures data from Schedule K-1 forms across Form 1041, Form 1120-S, and Form 1065, and how the extraction aligns with major tax software platforms. - [Can I edit and review Filed AI's work?](https://help.filed.com/filed-help-center/ai-tax-prep/can-i-edit-and-review-filed-ais-work.md): Explains how tax professionals can edit and review Filed AI's output, including the audit trail and limitations for trial accounts. - [What if I need to upload more documents for a client?](https://help.filed.com/filed-help-center/ai-tax-prep/what-if-i-need-to-upload-more-documents-for-a-client.md): How to upload additional or late-arriving documents for a client already in Filed without creating a duplicate client record. - [How should I upload real estate tax documents for a client with multiple properties?](https://help.filed.com/filed-help-center/ai-tax-prep/how-should-i-upload-real-estate-tax-documents-for-a-client-with-multiple-properties.md): Explains how to upload real estate tax documents for clients with multiple properties, covering best practices for Schedule E and Schedule A reporting. - [Video walk-through of AI Tax Prep](https://help.filed.com/filed-help-center/ai-tax-prep/video-walk-through-of-ai-tax-prep.md): A video demonstration of Filed's AI Tax Prep product showing the complete workflow from beginning to end. - [Summary tab overview](https://help.filed.com/filed-help-center/ai-tax-prep/summary-tab-overview.md): An overview of the Summary tab in AI Tax Prep, which shows a client's current position in the tax preparation process. - [Forms tab overview](https://help.filed.com/filed-help-center/ai-tax-prep/forms-tab-overview.md): Overview of the Forms tab in Filed AI Tax Prep, which displays AI-detected forms from uploaded documents along with available actions and access restrictions. - [Pre-entry notes tab overview](https://help.filed.com/filed-help-center/ai-tax-prep/pre-entry-notes-tab-overview.md): Overview of the Pre-Entry Notes tab in Filed AI Tax Prep, which shows AI-identified issues, missing documents, and excluded documents with filter options. - [Source files tab overview](https://help.filed.com/filed-help-center/ai-tax-prep/source-files-tab-overview.md): An overview of the Source Files tab in AI Tax Prep, which displays all uploaded documents for a client. - [Pre-entry notes notifications overview](https://help.filed.com/filed-help-center/ai-tax-prep/pre-entry-notes-notifications-overview.md): Overview of the Pre-Entry Notes notifications in Filed AI Tax Prep, covering Priority and Warning issues flagged by the AI with examples of each. - [Workflow overview guide](https://help.filed.com/filed-help-center/ai-tax-prep/workflow-overview-guide.md): A visual overview of the end-to-end AI Tax Prep workflow in Filed. - [How to manually download your client files](https://help.filed.com/filed-help-center/ai-tax-prep/how-to-manually-download-your-client-files.md): Step-by-step instructions for manually downloading client files from Filed, useful for backup copies or manual uploads to tax software. - [Reordering documents and adding categories in the binder screen](https://help.filed.com/filed-help-center/ai-tax-prep/reordering-documents-and-adding-categories-in-the-binder-screen.md): Instructions for reordering documents and adding or deleting categories in the Filed Binder screen to customize document organization. - [Review function in binder — Cross reference](https://help.filed.com/filed-help-center/ai-tax-prep/review-function-in-binder-cross-reference.md): Step-by-step instructions for using the cross-reference tool in the Filed Binder to link related items across source documents during review. - [Review functions in binder — Flag](https://help.filed.com/filed-help-center/ai-tax-prep/review-functions-in-binder-flag.md): Instructions for using the flag feature in the Filed Binder to mark and annotate specific locations in source documents during review. - [Review functions in binder — Tickmark](https://help.filed.com/filed-help-center/ai-tax-prep/review-functions-in-binder-tickmark.md): How to add, annotate, and save a tickmark on source documents in the Filed Binder review tool. - [Review functions in binder — Add a note](https://help.filed.com/filed-help-center/ai-tax-prep/review-functions-in-binder-add-a-note.md): Step-by-step instructions for adding a note to a source document in the Filed Binder during the review process. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/filed-help-center/ai-tax-prep.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.