> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/products/ai-tax-prep.md). # AI Tax Prep AI Tax Prep automates the two most time-consuming steps in preparing an individual return: reading the client's source documents and entering data into tax software. Filed: * Reads every uploaded document * Extracts structured data from supported forms * Surfaces issues and missing-document flags via Pre-Entry Notes * Optionally drives the data-entry bot to fill the return in the firm's connected tax software The product card on the client page labels this: "Automate form extraction and data entry." ## In this section These articles walk you through every part of AI Tax Prep, from first run to final data entry. * [Workflow Overview](/reference/products/ai-tax-prep/workflow-overview.md) - the full pipeline from setup through automated data entry * [Forms Tab](/reference/products/ai-tax-prep/forms-tab.md) - AI-detected forms organized by category * [Source Files Tab](/reference/products/ai-tax-prep/source-files-tab.md) - all uploaded source documents * [Pre-Entry Notes Tab](/reference/products/ai-tax-prep/pre-entry-notes-tab.md) - issues, missing documents, and excluded documents * [Pre-Entry Notes Notifications](/reference/products/ai-tax-prep/pre-entry-notes-notifications.md) - how to read Priority and Warning flags * [Summary Tab](/reference/products/ai-tax-prep/summary-tab.md) - pipeline status and data-entry results * [Verifying Entries](/reference/products/ai-tax-prep/verifying-entries.md) - reviewing the Forms tab before entry and confirming a written value matches what it meant to enter * [Client and Version Matching](/reference/products/ai-tax-prep/client-and-version-matching.md) - linking Filed to the correct client and return version, and what happens when it's wrong * [Reverting with Backups](/reference/products/ai-tax-prep/reverting-with-backups.md) - restoring a return to a prior state * [Rerunning and Re-Exporting](/reference/products/ai-tax-prep/rerun-and-match-and-update.md) - what a rerun does and how it avoids overwriting existing entries * [Re-running After New Documents](/reference/products/ai-tax-prep/rerunning-after-new-documents.md) - what happens when you re-run after adding documents to the Binder * [Video Walkthrough](/reference/products/ai-tax-prep/video-walk-through.md) - end-to-end product demonstration * [Downloading Client Files](/reference/products/ai-tax-prep/downloading-client-files.md) - how to download source documents and tax software backups * [Frequently Asked Questions](/reference/products/ai-tax-prep/frequently-asked-questions.md) - K-1 extraction, editing AI work, uploading more documents ## Before you start * The client must be created in Filed. * Source documents must be uploaded to the client's Files panel. Filed cannot extract from a return that has no documents. * Connecting a tax software is optional. Extraction, Pre-Entry Notes, and the Forms and Source Files views all work without a connected software. The connection is required only for the automated data-entry bot to fill the return. See the [Connecting Tax Software](https://github.com/filedcom/help/blob/main/filed-help-center/getting-started/connecting-tax-software.md) guide. ## Supported tax software for data entry The automated data-entry bot currently supports: * CCH Axcess Tax * Drake Software * Lacerte * ProConnect * UltraTax CS Connecting tax software is optional. Filed always reads and extracts from the client's forms regardless of whether a connection exists; the connection is required only to enable the bot to enter the return on the firm's behalf. --- # Agent Instructions This documentation is published with GitBook. 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