A family trust and its distribution
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageFill trust returns in LodgeiT
Fill trust return drafts and trust income details, including distributions, in LodgeiT.
The problem it solves
Trust returns and distributions are detailed and easy to mistype.
How it works
- Prepare the trust workpaper and distributions.
- Ask FediPilot to fill the trust return and income.
- Review in LodgeiT.
What your practice gets
- Trust returns drafted.
- Distributions entered.
- Your review.
Watch it in the product
A short recording of fill trust returns in lodgeit in use.
Questions accountants ask
Does it lodge?
No. FediPilot never lodges. It fills drafts for your review; you press Lodge yourself in LodgeiT.
Are distributions included?
Yes, trust income and distributions.
Can I review before lodging?
Yes, always.
Related features
Features that work alongside fill trust returns in lodgeit.
Fill LodgeiT worksheets
Find and fill the worksheets LodgeiT requires, such as rental, work expense and business schedules, and read capital gains summaries.
Read back LodgeiT returns
Read return fields, the header and the client profile back from LodgeiT to verify what is actually there.
Change one LodgeiT field
Patch a single field in a LodgeiT form, including typeahead fields, without refilling everything.
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.
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.
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.