> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/products/ai-review/managing-review-protocols.md).

# Managing review protocols

## AI Review's checks are protocols

Every check AI Review runs - the wages-vs-Medicare-wages comparison, missing-item detection, arithmetic checks, and more - is a protocol in the AI Review task type's Playbook, the same protocol mechanism used across Filed. See [Understanding flags](/reference/products/ai-review/understanding-flags.md#where-a-flags-rule-comes-from) for how a specific flag traces back to the protocol that produced it, and [Creating protocols](/reference/playbook/creating-protocols.md) for how protocols work in general.

## Built-in review protocols

Filed ships a set of curated, built-in protocols scoped to AI Review, organized by return type (1040, 1120-S, 1065, 1120, 1041, 990). These are active by default for every preparer at the firm and can only be turned off or overridden by an admin - preparers cannot edit them directly. See [Built-in (curated) protocols](/reference/playbook/yours-vs-firms-protocols.md#built-in-curated-protocols).

## Adding your own review protocol

Any preparer can propose a personal AI Review protocol through Chat, the same way any other protocol is authored - see [Step 1 - express your intent in Chat](/reference/playbook/creating-protocols.md#step-1---express-your-intent-in-chat). To bring a personal check to the whole firm, use **Share with firm** and have an admin approve it, following the same promotion flow used for any task type - see [Promoting a personal protocol to the firm](/reference/playbook/yours-vs-firms-protocols.md#promoting-a-personal-protocol-to-the-firm).

## Turning a check off for one review only

To skip a check for a single run without disabling it for future reviews, use the per-run opt-out described in [Turning protocols on or off for a specific prep](/reference/playbook/toggling-protocols-per-run.md).

## Where to see which protocols shaped a specific set of leadsheets

Each finding on a leadsheet traces back to the protocol behind it - see [Where a flag's rule comes from](/reference/products/ai-review/understanding-flags.md#where-a-flags-rule-comes-from). To check the full set of protocols active for the AI Review task type generally, open **Playbook → AI Review** and review both the **Yours** and **Firm's** sections.

## Turning a review check off firm-wide

An admin can disable a curated AI Review protocol, or override it with a firm-authored replacement, from the **Firm's** section of the AI Review Playbook tab. Disabling suspends the check without deleting it; it can be re-enabled at any time. See [Admin governance](/reference/playbook/yours-vs-firms-protocols.md#admin-governance).


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