> 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/reverting-with-backups.md).

# Reverting with backups

## Why you might need to revert

If the data-entry bot writes something wrong, if a rerun goes sideways, or if you simply want to undo a batch of automated entries and start over manually, the Backups panel provides the recovery record. The restore method depends on the connected tax software.

See [Verifying entries](/reference/products/ai-tax-prep/verifying-entries.md) for the field-level check that catches most problems before a revert is ever needed.

## Where backups come from

Every full AI Tax Prep run creates up to three backups, described in [The backups panel](/reference/products/ai-tax-prep/summary-tab.md#the-backups-panel):

| Backup            | When it's captured                                                                             |
| ----------------- | ---------------------------------------------------------------------------------------------- |
| Initial           | Before Filed changes anything - the return exactly as it existed in tax software at the start. |
| Before data entry | Immediately before the bot begins filling fields.                                              |
| After data entry  | Once the bot finishes.                                                                         |

The panel is reached via the archive icon in the AI prep summary, and every backup has a download button.

## Choosing which backup to restore

**Something went wrong during or after data entry.** Restore **Before data entry**. This puts the return back exactly where it was right before Filed touched it, so you can re-enter manually or trigger a clean rerun.

**You want to undo everything, including a prior-year import.** Restore **Initial**. This is the earliest snapshot Filed has, from before any Filed action at all.

**You want a record of what Filed actually wrote, without reverting anything.** Download **After data entry** for your files; there's no need to restore it since it matches the return's current state.

## How to revert

**Walkthrough: revert a return using a backup**

1. Open the client's **AI prep summary** and click the archive icon to open the **Backups** panel.
2. Choose the backup that matches the state you want to return to (see above) and click its download button.
3. For tax software that produces a native backup file, restore that file using the software's normal restore workflow.

For **ProConnect**, the download is a structured recovery snapshot rather than an importable native backup. Contact Filed support to reverse the exact data-entry run. The restore removes or reverts changes made by that run while preserving newer preparer edits as conflicts. See [ProConnect backups and recovery](/reference/plugins/integrations/tax-software/proconnect-tax/proconnect-backup-and-recovery.md).

## After reverting

Once the return is restored, Filed's own view of field status (Confirmed / Flagged / Pending / Manual on the Summary) still reflects the run that was reverted, not the restored file. If you plan to re-enter or rerun after restoring, see [Rerunning and re-exporting](/reference/products/ai-tax-prep/rerun-and-match-and-update.md) for what a fresh run does with the client's current tax-software state.


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