> 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/source-files-tab.md). # Source files tab The Source Files tab lists every document uploaded for this client. It is the document viewer - the raw material the AI worked from. The key distinction: the Forms tab shows what the AI will prepare; the Source Files tab shows what was uploaded. ## Navigating the document list The uploaded source files live in the **Files** panel on the right of the client page. This is the list of original uploaded files - what the AI worked from - separate from the AI's internal sub-document splits shown in the Binder. **Walkthrough: open and view a source file** 1. On the client page, the **Files** panel lists every uploaded file grouped by upload source (for example, **Manual upload**). Click the group's chevron to collapse or expand it, and use the search box to find a file by name. The header has controls to download all files and to expand the panel. ![The Files panel on the client page listing uploaded source files](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/source-files/image1.webp) 2. Click a file to open it in the document viewer. The viewer shows the page count, page navigation, zoom and rotate controls, a thumbnail/page panel toggle, search, and a download button. ![A source document open in the viewer with page and zoom controls](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/source-files/image2.webp) Each row in the list represents one uploaded file, showing the filename and the upload source (manual upload or connected integration). The list can be collapsed and expanded to reduce visual clutter when a client has many files. ### Expanding multi-page documents Documents with multiple pages show an expand control (a blue arrow) next to the file row. Clicking it reveals individual pages so the preparer can navigate directly to a specific page - useful when a Pre-Entry Note references a particular page in a long PDF. ### Viewing a document Each row has a View button. Clicking it opens the document in the viewer. This is the primary way to examine a source document when a Pre-Entry Note or a flagged form requires investigation. ## How documents are organized Documents appear in the order they were uploaded or synced. Each uploaded file may contain multiple forms; Filed splits them internally into sub-documents during processing - for example, a single PDF containing a W-2 and a 1099-INT becomes two sub-documents. The Source Files tab shows the original uploaded files, not the AI's internal sub-document splits. ## Adding more documents after tax prep runs To add a document to an existing client, use the Files panel on the client page or the "Upload files" button on the Forms tab. Filed adds the file to the client's source files without creating a new client record. If the new document is material - for example, a late K-1 that introduces new forms the AI has not seen - consider whether to re-run tax prep. Re-running charges additional credits and is restricted to admin-level users. **Do not re-upload the client from the Clients list or home page.** Doing so creates a new, duplicate client record. Always add files to the existing client via the client page Files panel. See [Frequently Asked Questions](/reference/products/ai-tax-prep/frequently-asked-questions.md) for guidance on when to re-run after uploading additional documents. ## Downloading source files Source files can be downloaded from the client page's Files panel using the download button in the panel header. See [Downloading Client Files](/reference/products/ai-tax-prep/downloading-client-files.md) for full instructions. --- # 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/source-files-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.