# Pre-entry notes notifications overview

The Pre-Entry Notes page lists several things such as issues, missing documents, and excluded documents.

## How to Find Pre-Entry Notes Notifications

1. From the home screen, click the AI Tax Prep icon
2. Select the client by clicking the arrow of the client name

   ![Screenshot 2026-01-28 at 13.29.40.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770038786552-Screenshot2026-01-28at13.29.40.png?Expires=253370764800\&Signature=bfGYXBzRsIl8pbVte87~RdYrgWnLt0sob7AWiGbzpw9ucmnFPq6h9QGGqPBTMDxRLFuwMvxxbnOdXkTb8hZpLAY3Jc7VsEXVeD7q5G8J3mvyy2a1RJ--YAzl3JSat7owrzr3mOq0TN70fPyxjBkxWlFsHAW9olwfLqRIXXS28qgDLOW6RfTwNgYtNN8cD6vFm8tdR-iOxdrY4-4d4OicRrNuASrTz-O7dLKH1CvPm0kRyEcxXUrzTIg4mp57gMzlkjFIy3iXwo0KbcxJBIiE4T~Q~~CWblK3U9e-AxtfdW~sQKAsg~WsDgQJxAmKOFz1VYMuPKJ2-XVJHMFX4oD4Qw__)
3. Navigate to the **Pre-Entry Notes** tab (third tab)
4. Click **Form issues** to filter notifications
5. Review the issues column showing either "Priority" or "Warning" labels

   ![Screenshot 2026-02-02 at 13.53.17.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770038916331-Screenshot2026-02-02at13.53.17.png?Expires=253370764800\&Signature=nHw1qWTT21XDJHsKvF3oF5odwFVkQ1qh0e-yjCETy-ZT5VtTibtdgtgGrZ6-I3MI2Iy2j6rvKmNiJdlJA1-xHEuFUz5735cM3lZphAjawbSDO~u5g9kWsrSaDhyRckEleK~WQw8NIRFzFkcjZJhyVvY0Nf7xRw66fIewczKhFW1bAO7tF04yUPoLsaUQrlPsvpe5tEnZI-nl4MH8PpmubQ85VOcsKPwMQ1QSkIl8yZEHrHnVOJosSaYPSUQpjX6qKU20SW3HGTf1TN~tXCg07zCYdfQ1J5rVNtjPH92moiPMbykYM6lmDyWqign19jj~eCdPOJwxIdQQryl-cgD6Qw__)

## Priority Issues

A Priority issue requires action before or during tax software entry. For example, a SSN mismatch: clicking View Source may reveal the correct SSN on the 1040, but a Form 1098 had a different SSN. This is a good example of a priority issue which will usually necessitate editing information in tax software or at least checking it to verify.

![Screenshot 2026-02-02 at 13.54.53.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770038997072-Screenshot2026-02-02at13.54.53.png?Expires=253370764800\&Signature=dHLoxvI2FJPJzQbZwyqT9v82e40uwX2BBA~~TiozrbbMK-gsPpvfoye2BJ9axVZkBIUFVGgdS1WmjQvRootnue1iS43h7Fpu5AWX30qZNTYzvETUNKmVIf-n3ANsKp0xDGsTBfl0m29cJHiSnfwSfTUb3ZlQU70CBCTmIyuj3zEdVY0Ay1EUqEwCSOq3CJoY3brHW13k3CBohru224H7in8FZRAcUsd~gfsGXbJ46qhQS~z-PYv9Ewdl8ZGynqgIqC6p13y--JLHN0JeF1Uxgw9L2umhgZ8mrNxiDWNRkWg7FUKWEWW48X8XSDQRHig__)

## Warning Issues

An example of a Warning notification is when the AI picks up on a potential error, such as a potential duplication for a Partnership K-1. Upon review, it wasn't actually a duplication — instead it was a second K-1, so 2 K-1 screens were actually necessary.

![Screenshot 2026-02-02 at 13.55.30.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770039049247-Screenshot2026-02-02at13.55.30.png?Expires=253370764800\&Signature=V7Um4GuSrb3KwR48~juz9xRAuCLeJwk4oqRl7dj8tcqNYnZM~zhCVqiMJ~VkbV42rN~uaBL5oFD54sOT0OMWSTfSCwUnxHfT46VOQqVbg-uL7xYcZAf5P62j~DU4c2CLqAIHt~AKt1qqrGKT9bT4LTm0lPAPkBYE9Rf6ittmm8jRlQ__)

***

Legacy URL: <https://support.filed.com/articles/6130969645-pre-entry-notes-notifications-overview>


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