Create LodgeiT clients and returns
Create a LodgeiT client and a new return form from chat, with checks that stop duplicates of the same name.
The problem it solves
Setting up a new client and return in LodgeiT by hand takes time.
How it works
- Ask FediPilot to set up the client in LodgeiT.
- It checks for an existing client of the same name.
- It creates the client and the return form.
What your practice gets
- Set-up from chat.
- Duplicate check.
- Ready to fill.
Questions accountants ask
Will it create duplicates?
A same-name check guards against it.
Can it create the return form?
Yes.
Does it lodge?
No. FediPilot never lodges. It fills drafts for your review; you press Lodge yourself in LodgeiT.
Related features
Features that work alongside create lodgeit clients and returns.
Spouse details and refund account
Fill spouse details and the refund bank account in LodgeiT.
Export the return as PDF
Export the filled LodgeiT return as a PDF for review.
FediPilot never lodges
Any lodge, submit, sign or declare action in LodgeiT is blocked; the accountant, not the assistant, presses Lodge.
Client check before every LodgeiT write
Before writing, FediPilot reads the form's client identity and refuses to write to a form that belongs to another client.
Live LodgeiT fill progress
A live panel shows what the LodgeiT fill is doing, with a command to follow a running fill.
Check LodgeiT's estimate against the workpaper
Compare LodgeiT's calculated refund or payable with the workpaper's estimate.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.