# Forms tab overview The Forms tab will show the forms and screens that AI has detected from the uploaded document file. ## How to Find the Forms Tab From the home screen, click the AI Tax Prep icon, then select a client by clicking the arrow next to their name. ## Tab Features The Forms tab is the second of five available tabs and displays: * Uploaded documents * Forms the AI determined must be prepared * Categories: General Information, Income, Deductions, Credits, and Other ## Action Buttons * **Exclude**: Remove forms deemed unnecessary * **View**: See which documents support form recommendations * **Upload files**: Add forgotten documents * **View playbook**: For Level 3 staff only; creates firm rules for auto-sending files to tax software * **Re-run tax prep**: For Level 3 staff only; charges additional credits ## Access Restrictions **Re-run tax prep** would charge additional credits and thus should not be used by Level 1 or Level 2 staff. *** Legacy URL: --- # 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/forms-tab-overview.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.