FEDIXTax returns, workpapers & sign-off
Deduction worksheets
Save deduction workings per client and financial year, and lock them once reviewed.
The problem it solves
Deduction workings get changed after review, and nobody knows which version was used.
How it works
- Open the client's deduction worksheet for the year.
- Record the deductions.
- Lock the worksheet after review; unlock it deliberately if changes are needed.
What your practice gets
- Workings saved per year.
- Locked once reviewed.
- Easy to compare with the prior year.
Watch it in the product
A short recording of deduction worksheets in use.
Questions accountants ask
Can a locked worksheet be changed?
Only after it is deliberately unlocked.
Is it per year?
Yes, per client and financial year.
Is there a video?
Yes, see the deduction worksheet tutorial on this page.
Related features
Features that work alongside deduction worksheets.
Tax calculators
Depreciation, amortisation, Division 7A, capital gains tax and deduction calculators, saved per client and financial year with history.
VideoFee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
VideoRefund notice reconciliation
Match LodgeiT refund emails in your mailbox against fee-from-refund records, with results you can export as a PDF.
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
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.
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a 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.