Can I use AI Review without using Filed for tax preparation?

Yes. You can use Filed AI Review as a standalone product even if you prepared the tax return outside of Filed.

Can I use AI Review if I did not use Filed for tax preparation?

Yes. If you have already prepared the tax return in your tax software, you can still use Filed AI Review as a standalone product.

To do this, print the current-year draft return from your tax software to a PDF, then drag and drop that PDF into Filed when using the AI Review feature.

Do I need to run tax preparation in Filed before AI Review?

No. You do not need to run Filed AI Tax Prep before using AI Review.

However, if you want to use Filed for the full end-to-end process, you can use Filed AI Tax Prep first. After Filed completes the draft return, Filed will automatically fetch a copy of the draft return from your tax software so you can run AI Review from there.

What if I use Lacerte?

At the moment, Lacerte is the only supported tax software where you must manually print the draft return from Lacerte and upload it into Filed for the AI Review process.

What documents should I upload when using AI Review as a standalone product?

If you are using AI Review as a standalone product, you will upload documents in two stages:

1. When creating the client in Filed: Upload all source documents and the prior-year return for that client.

2. After the client has been created: Use the AI Review feature to upload the current-year draft return PDF that you want Filed's AI reviewer to review.

How do I upload the current-year draft return for AI Review?

Print the draft return from your tax software to PDF. Then, in Filed, open the AI Review feature for the client and drag and drop the draft return PDF into Filed.