FEDIXTax returns, workpapers & sign-off
Lodgement follow-up alerts
Background checks that flag returns sent but not yet lodged, and email the accountant when a lodgement hold date has passed.
The problem it solves
Returns can sit after being sent, or after their hold ends, without anyone noticing.
How it works
- Send returns as usual.
- Fedix monitors sent returns and hold dates in the background.
- The accountant is emailed when a return needs chasing.
What your practice gets
- Returns are followed up, not forgotten.
- Hold dates trigger reminders.
- No manual monitoring.
Questions accountants ask
What is a hold date?
A date before which a return should not be lodged, set when it was sent.
Who is notified?
The accountant responsible.
Does Fedix lodge when the hold ends?
No. Fedix does not lodge. Your registered tax agent lodges in the lodgement software your practice uses, and Fedix records the status.
Related features
Features that work alongside lodgement follow-up alerts.
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.
VideoCompliance deadline checks
Background checks for BAS and IAS obligations, threshold transaction report deadlines, lodgement follow-ups, job status and overdue work, so deadlines never rely on memory.
Tax packs
Build a tax pack from an uploaded return, with a review checklist and signature placement, then send it to the client to sign and download.
Deduction worksheets
Save deduction workings per client and financial year, and lock them once reviewed.
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.
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.