Loss and continuity records
Record non-commercial loss determinations and prior-year continuity on a workpaper.
The problem it solves
Carried-forward losses and decisions need documenting year to year.
How it works
- Record the determination or prior-year detail.
- It is stored with the workpaper.
- It carries into review.
What your practice gets
- Documented losses.
- Continuity between years.
- Reviewable.
Questions accountants ask
What is recorded?
Non-commercial loss determinations and prior-year continuity.
Is it per workpaper?
Yes.
Does it decide the treatment?
No. You do.
Related features
Features that work alongside loss and continuity records.
Source completeness check
FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.
VideoNo stale extractions
Extracted document data and research are cached with a version stamp, so re-running preparation neither redoes work nor reuses stale results.
Maintain workpapers from the interface
Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.
Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
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.