FEDIXTax returns, workpapers & sign-off
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.
The problem it solves
Missing documents are the biggest cause of delay, and requests made by email are hard to track.
How it works
- Review the checklist on the return.
- Request missing documents from the client from the return itself.
- Attach documents as they arrive and watch the checklist progress.
What your practice gets
- Missing documents requested in context.
- Progress visible at a glance.
- Documents attached where they are used.
Questions accountants ask
Can the client upload directly?
Yes. Document requests let clients provide documents for the return.
Can I detach a document?
Yes. Documents can be attached and detached.
Does the checklist show progress?
Yes, with statistics.
Related features
Features that work alongside return checklists and document requests.
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.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoAI-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.
Tax Copilot workspace
A session-based AI workspace for complex returns, with snapshots, cell-by-cell working, a coverage check, folder uploads, cost tracking and an activity log.
Client tax summaries
Generate a plain-English tax summary for each financial year and an editable email to the client, which AI can help refine, then send it.
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.
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.