Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
The problem it solves
Staff forget to close jobs after a return is lodged, so the board shows work that is already done.
How it works
- Work the job as usual and lodge in your lodgement software.
- Fedix regularly compares job state with lodgement status.
- The job is updated to match.
What your practice gets
- A board that reflects reality.
- Less manual tidying.
- Accurate workload numbers.
Questions accountants ask
Where does the lodgement status come from?
From the lodgment information held in Fedix, including data retrieved from the ATO.
How often does it update?
Regularly, in the background.
Does Fedix lodge returns?
No. Lodgement stays in your lodgement software.
Related features
Features that work alongside jobs that follow lodgement status.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoATO lodgment worklist
See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
VideoOverdue work digest
A regular digest of overdue and stalled jobs, delivered by email or in-app notification according to each person's preference.
Job comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
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.