# Summary Tab Overview

The Summary tab displays a client's current position within the tax preparation process.

## How to Find the Summary Tab

Start from the home screen and locate the AI Tax Prep icon. Select your desired client by clicking the arrow adjacent to their name.

![Screenshot 2026-01-28 at 13.29.40.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1769780523705-Screenshot2026-01-28at13.29.40.png?Expires=253370764800\&Signature=TWXdLu~dtJJVcRJ6~9sQOwzxucKTKigNJ3ONu7iRvDyiQqD8Z0ftZTYschxcPJtD31kFAgeNUVn-0uEvQ--23YxJtBnEwctk2k2GjqLToVxzlEnXLUeLqtWRnj76ZaG1-pj7sO1lEsf6tI0LPli93uIzhjDn2WToSbwXGo4EqQ~zefvBMaOEfYsEZaaPQiznMxwPUsrjkMK42rwnRXxRbbw0XQ228o1faTL5UCTB-zYLa4~NJbhmPQ6MCxzSQfQAjes7g6nY7TGYRl1RbS7wHI250GcrK8~sh6LnMb9yhBlMx6KBgM9bDgHkkh3frEyBCZAp9bybeUz9s094waJTgg__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Summary Tab Display

You'll encounter a five-tab interface with Summary as the first option. This section indicates the client's current tax preparation stage. The example shown depicts a client whose return is complete and the completed return has been uploaded and completed the review process. When processing occurs, Step 1 displays **Processing**.

Forms uploaded appear on the right side, accessible through both the Forms and Source Files tabs. The **Gear** icon near Step 2 and the **View Playbook** button are restricted to admin-level users, as they control firm preferences. The return becomes ready for tax software transmission once Filed processes it and all source documents have been uploaded.

![Screenshot 2026-01-28 at 13.27.43.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1769780564588-Screenshot2026-01-28at13.27.43.png?Expires=253370764800\&Signature=RVRsnxS4fN3sHitp3JCWTmzQ6~XDKGOcB5S3JIuxGO443fovx-B724k1qxhAA0GK9MAdoaxWzW9JTAcwEco2bKX65l22jfkzdWkX3lrLkW5Joe7kfH1vbBSJbp6O15PqfsLQBnXGleFwr2YzqqQ-3bKiLEWnbgyIEGXrGHBvI0ABt1F1j8-9JCTul8LdzPyHKOsxb2LIKw90QyNaozam~JZLDDf6h9AsUF9k7oA8voTRvY-YGYwLnxC85OZWSPirwVWZ~4205xVzWp4-mrtilo6y9dpTZDvkIeeY6w1rquQKW~BECCAfnLiDS~bdSqVRTBiKmN8w6FX~B2EsIRnIpw__\&Key-Pair-Id=K3NV4LZ47N8M46)

***

Legacy URL: <https://support.filed.com/articles/5303833088-summary-tab-overview>


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```
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