Read back LodgeiT returns
Read return fields, the header and the client profile back from LodgeiT to verify what is actually there.
The problem it solves
You should verify what is in LodgeiT before relying on it.
How it works
- Ask FediPilot to read the return.
- It reads the fields, header and profile.
- Compare with the workpaper.
What your practice gets
- Verification of what was entered.
- Header and profile checked.
- Mismatches visible.
Questions accountants ask
Does reading change anything?
No.
What is read?
Return fields, header and client profile.
Why read back?
To verify before relying on the figures.
Related features
Features that work alongside read back lodgeit returns.
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.
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.
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.