FEDIXTax returns, workpapers & sign-off
Client tax summaries
Generate a plain-English tax summary for each financial year and an editable email to the client, which AI can help refine, then send it.
The problem it solves
Clients want to understand their return, and writing a clear summary for each one takes time.
How it works
- Generate the client's tax summary for the year.
- Edit the accompanying email, with AI help if you want it.
- Send it to the client.
What your practice gets
- Clients understand their result.
- Consistent summaries across the practice.
- You review every word before it is sent.
Questions accountants ask
Can I edit the email?
Yes. You can edit it directly or ask AI to revise it.
Is it sent automatically?
No. You send it after review.
Is there one summary per year?
Yes. Summaries are generated per financial year.
Related features
Features that work alongside client tax summaries.
Tax returns register
One list of every tax return in progress per client, with status, owners, bulk assignment and automatic detection of returns to create.
Send tax returns for signature
Send prepared returns to clients in batches for e-signature, with the invoice and payment attached and a date before which the return will not be lodged.
VideoPre-lodgement review queue
Queues of returns awaiting approval by the registered tax agent or admin clearance, with approve, reject, resubmit and mark-as-lodged actions.
Signed returns queue
A list of signed returns waiting to be lodged, with reviews and a mark-as-lodged action.
Lodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
Reviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
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.