> 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/forms-tab.md). # Forms tab The Forms tab shows every tax form and screen the AI determined must be prepared, based on what it found in the uploaded documents. It is the AI's bill of work: what will go into the return. The key distinction between tabs: the Forms tab shows what the AI will prepare; the Source Files tab shows what was uploaded. ## Form categories The AI organizes detected forms into categories that follow the binder's category order for the return type, such as General, Income, Adjustments / Deductions, Retirement and Penalty Forms, Taxes / Credits, Payments, and Other Forms / Filings. Grouping is automatic; a form with no category falls into Other Forms / Filings. Workspace admins set the category order per return type in Settings under the Binder section. The user cannot rearrange categories inline. ## Reading the form list Each row in the form list represents one tax screen. A "screen" maps to how the tax software receives data: one W-2 from one employer is one screen; a second W-2 from a different employer is a second screen. If a client has three W-2s from three employers, three W-2 rows appear in the list. Each row shows the form or screen name and the uploaded source document the AI used to detect it. The same form type may appear multiple times when there are multiple payers or sources. ### How screens are named Screen names follow the pattern: form type plus an identifying label, typically the payer or entity name. For example, "W-2 - Acme Corp" and "W-2 - Riverside Medical" are two distinct screens even though both are W-2 entries. The label comes from the issuer field the AI extracted from the document. ## Action buttons **View.** Opens the source document that led the AI to include this form. Use this to verify the AI's reasoning before taking any other action. **Exclude.** Removes the form from the preparation list. Excluded items are moved into the binder's "Excluded / Not Taxable" category. Use Exclude when a form is a duplicate, superseded by a corrected version, or genuinely not needed for this return. **Upload files.** Adds a document to this client without leaving the Forms tab. The uploaded file is added to Source Files and, when material, may prompt a re-run of tax prep to pick up new forms. **View Playbook.** Opens the firm's rules for automatically routing forms to tax software. **Re-run tax prep.** Restarts the full pipeline. This charges additional credits and should be used only when a material change in documents warrants it - for example, when a late K-1 arrives that changes the form plan. ### Access restrictions "Re-run tax prep" and "View Playbook" are visible only to users with admin-level access. These controls are not shown to preparers at lower permission levels. Re-running charges additional credits; do not use it for supplementary documents that do not change the form plan. ## Derivative forms The AI automatically adds forms that are triggered by other detected forms. Examples: * A K-1 with Section 199A amounts triggers the K-199 (QBI) screen. * A Form 1095-A triggers Form 8962 (Premium Tax Credit). * HSA contribution data triggers Form 8889. * Schedule K-3 data from a partnership K-1 triggers the K-3 foreign transaction screens. Filed handles derivative detection automatically. Preparers do not need to know or apply these rules manually. ## Excluding a form **Walkthrough: exclude a form** 1. Open the form in the binder and confirm the AI's source first - in the Forms grid, the **References** column links to the source subdocument so you can verify why the form was included. 2. To exclude it from the return, move the form's subdocument into the binder's pinned **Excluded / Not Taxable** category from the Docs tab (drag it there, or use the document's category controls). Excluded items stay in the binder for reference but are kept out of the prepared return. See [Organizing documents](/reference/products/binder/organizing-documents.md) for moving documents between categories. When a form appears in the list but should not be part of this return, follow this approach before excluding: 1. Click View to read the source document and understand why the AI included the form. 2. If the form is genuinely unnecessary (a duplicate, a superseded original, or irrelevant to this return), click Exclude. The form is removed from the preparation list and moved into the binder's "Excluded / Not Taxable" category. Excluded items remain visible in the binder's "Excluded / Not Taxable" category. If an exclusion was made in error, the record of it is there. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/products/ai-tax-prep/forms-tab.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.