FEDIXTax returns, workpapers & sign-off
Reviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
The problem it solves
Only authorised people should release returns, and their reviews need to be evidenced.
How it works
- Authorise the staff who may review returns.
- Reviews are recorded as they happen.
- Produce a review report as a PDF when needed.
What your practice gets
- Only authorised reviewers release returns.
- Review history kept.
- A PDF record of reviews.
Questions accountants ask
Who sets the authorisations?
Practice administrators.
Is review history kept?
Yes.
Can I print the review record?
Yes, as a PDF.
Related features
Features that work alongside reviewer authorisations and review records.
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.
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.
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.