FEDIXTax returns, workpapers & sign-off
Pre-lodgement review queue
Queues of returns awaiting approval by the registered tax agent or admin clearance, with approve, reject, resubmit and mark-as-lodged actions.
The problem it solves
Returns must be reviewed and released by the registered agent, and that step needs a clear record.
How it works
- Returns ready for review appear in the queue.
- The registered agent approves or rejects, and rejected returns can be resubmitted.
- Once lodged in your lodgement software, mark the return as lodged in Fedix.
What your practice gets
- A controlled release step before lodgement.
- Events recorded for each decision.
- Clear ownership of approvals.
Questions accountants ask
Who can approve?
Staff your practice authorises as reviewers.
Does approving lodge the return?
No. Fedix does not lodge. Your registered tax agent lodges in the lodgement software your practice uses, and Fedix records the status.
Are decisions recorded?
Yes. Each action is recorded as an event.
Related features
Features that work alongside pre-lodgement review queue.
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.
Signed returns queue
A list of signed returns waiting to be lodged, with reviews and a mark-as-lodged action.
Lodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
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.
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.