Practice BAS worklist workflow
Produce a practice-wide BAS worklist in Excel for a quarter.
The problem it solves
Quarter end needs one view of every client's BAS status.
How it works
- Ask for the quarter's BAS worklist.
- FediPilot builds it from MYLEDGER.
- Review it in Excel.
What your practice gets
- One view for the quarter.
- Excel format.
- From the ledger.
Questions accountants ask
Does it lodge?
No.
Is it practice-wide?
Yes.
Can I filter it?
Yes, in Excel.
Related features
Features that work alongside practice bas worklist workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Individual return request workflow
A cross-year completeness review and a client request email for an individual return.
Tax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
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.