# Settings menu overview — AI Tax Prep tab

The AI TaxPrep page allows firms to set a firm-specific rule that allows or disallows returns to be automatically run and sent to your tax software without manual effort after the import of source docs.

## Accessing the AI TaxPrep Settings

1. Log into Filed and navigate to **Home**.
2. Click the **Settings** icon in the lower-left corner.
3. Select **AI Taxprep** from the available options list.

## Features on the AI TaxPrep Page

The configuration page includes:

* **Automatic Sending Toggle** — Enables automatic return processing and draft transmission to integrated tax software.
* **Rules Display** — Shows existing rules under the "Assertion" column.
* **Enabled Column** — Indicates which rules are currently active.
* **Edit/Delete Icons** — Allows modification or removal of existing rules.
* **+ Create Rule Button** — Opens an interface to establish new rules.

## Creating Custom Rules

Users can define custom rule assertions to prevent returns from auto-sending if they fail to meet specified standards. The rule creation interface includes:

* Rule Assertion input field
* Optional description box for documentation purposes
* **Create Rule** confirmation button
* **Cancel** option to discard changes

***

Legacy URL: <https://support.filed.com/articles/4066077111-settings-menu-overview-of-ai-taxprep-tab>


---

# 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/workspace-administration/settings-menu-overview-ai-tax-prep-tab.md?ask=<question>
```

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.