FEDIXTax returns, workpapers & sign-off
Fee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
The problem it solves
Fees taken from refunds are hard to reconcile, and clients need to be told what was deducted.
How it works
- Import fee-from-refund records, or add them individually.
- Match each record to its client.
- Email the client a settlement notice.
What your practice gets
- Every refund-deducted fee tracked.
- Clients told what was deducted.
- Bulk import for busy periods.
Watch it in the product
A short recording of fee from refund tracking in use.
Questions accountants ask
Can I import records in bulk?
Yes.
Are clients notified?
Yes, by settlement email.
Can records be matched to invoices?
Records are matched to clients; refund notices can also be reconciled from your mailbox.
Related features
Features that work alongside fee from refund tracking.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
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.
Return checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
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.