FEDIXTax returns, workpapers & sign-off
Lodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
The problem it solves
Partners want to see the whole return pipeline without reading a long list.
How it works
- Open the lodgement tracker.
- See batches grouped by status.
- Drag a batch to update its status.
What your practice gets
- The pipeline at a glance.
- Quick status updates.
- Bottlenecks are obvious.
Questions accountants ask
What is a batch?
A group of returns sent together for signature.
Can I update status by dragging?
Yes.
Does it lodge anything?
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 tracker board.
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.
VideoReviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
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.
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.
VideoSee 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.