FediPilot AI practice assistant
Workpapers
Structured tax workpapers built from the client's documents: change one number and everything downstream recalculates, every figure links to its source, review notes are tracked and final reports cannot go out unchecked.
Who it is for
Tax accountants and reviewers preparing individual and entity workpapers.
Features in Workpapers
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
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A final report cannot be exported if the review is out of date or incomplete; drafts are always allowed.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.
VideoLoss and continuity records
Record non-commercial loss determinations and prior-year continuity on a workpaper.
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 the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
More from FediPilot
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.