FEDIXTax returns, workpapers & sign-off
Refund notice reconciliation
Match LodgeiT refund emails in your mailbox against fee-from-refund records, with results you can export as a PDF.
The problem it solves
Ticking off refund notices against fee records by hand is tedious and error-prone.
How it works
- Connect the mailbox that receives LodgeiT notices.
- Run the reconciliation against your fee-from-refund records.
- Review the results and keep a PDF.
What your practice gets
- Refund notices matched to fees.
- Exceptions stand out.
- A PDF record of the reconciliation.
Questions accountants ask
Which emails are read?
LodgeiT refund notification emails in the mailbox you connect.
Do I still review the matches?
Yes. You review the results.
Can I export the result?
Yes, as a PDF.
Related features
Features that work alongside refund notice reconciliation.
Fee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
VideoCompany 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.
AI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
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.