Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
The problem it solves
Clients and reviewers need a clean report package.
How it works
- Choose the export format.
- Generate the report.
- Review it before sharing.
What your practice gets
- Clean report package.
- HTML, PDF or Excel.
- From the same workpaper.
Questions accountants ask
Which formats?
HTML, PDF bundle and Excel.
Can I export a draft?
Yes.
Can I export a final?
Only once review is complete and current.
Related features
Features that work alongside workpaper reports.
Final report check
A final report cannot be exported if the review is out of date or incomplete; drafts are always allowed.
Excel workpapers
Save, read and update an Excel version of the workpaper, mirrored from the structured data.
VideoGST reconciliation workbook
Save a GST reconciliation workbook and bring MYLEDGER BAS figures into a workpaper.
VideoCompliance checklist
A deterministic compliance checklist with questions, answers and status, at no AI cost.
Review notes
Add review notes on workpaper lines and resolve them.
Property CGT and depreciation calculations
Calculate property capital gains, net capital gain and depreciation inside the workpaper.
VideoSee 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.