# Source files tab overview

The Source Files tab will show all the forms you have uploaded for our AI Tax Prep.

## How to Find the Source Files Tab

From the home screen, click the AI Tax Prep icon, then select the client by clicking on the arrow of the client name.

![Screenshot 2026-01-28 at 13.29.40.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770038542211-Screenshot2026-01-28at13.29.40.png?Expires=253370764800\&Signature=gSwLl3HL7vIHwg2Bgvz5e6Ruh1cXv48bIb1n-62D2YyEZC5E2T2G0I-6Tohpfhe7sezFlmgsy6BX~heUQjnvcUKMKMdPSXZPcjg57FzVvmZh6-i8Tr6o~Ftb5nS0FtBVuGa~XGQGsPs2TxoL-fe3bOHRIa~abKOg0VIkOU6P~8oFeK9d0sx8tsy2UMMnveIcCb-l0W6iQlVdXVueVI-6g9BzlsL4clTZwuywk0DRAQcBsKPXLOhwFiJUlLP-0ux4iRmikfaGPs0ba8g3Ve9iB9FeCSvC6HxV0N0SNlCzxmfGzE8zkmiMU8~Wo3GDQZuxqw3e9JwvnFvdh0ExSJPE3Q__\&Key-Pair-Id=K3NV4LZ47N8M46)

You will arrive at a screen with 5 tabs. The Source Files tab (the fifth one) will show you all of the documents that you have uploaded for our AI Tax Prep.

![Screenshot 2026-01-30 at 18.42.48.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770038604636-Screenshot2026-01-30at18.42.48.png?Expires=253370764800\&Signature=emgWOYfaF8WcMjm6Unj4Lrfo71kVPq0VmBUXDf0aIb7RNyF7urzBYovKyCI6WQnpwDRxM~KvG~dpR4ZDSG-f3mLNza0QuLPqMg8u8s-eb8f0qdVzOUQSHWnkxaFQbMp28DIB4esixcR8Suwi1aqrd9UN8daVqi7MgqdkWJLOiBoSOuz2zk~kjf6-eLDuWAr8fM56apIvv3vsOMYPsngJ3-pnebyOfAqJU4Jwm3vo8Hip99bDyOk4Pk3Oio1vhN9AnBKpqFLZ0nMqmNtJnxBE0NS3CkSaHHCeQaM2pQ29DpWWI36SKjDgcKPdBSI52OpwzsahqAB3c53Obkj4tWEQYA__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Interactive Features

* Expand or collapse the list by clicking the highlighted green area
* Expand multipage documents by clicking next to the blue arrow
* View specific documents by clicking the "View" button (highlighted in orange)

***

Legacy URL: <https://support.filed.com/articles/4261651915-source-files-tab-overview>


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