Send tax returns for signature (Beta)
Recorded on a demo practice with fictional data.
Open the video pageFEDIXTax returns, workpapers & sign-off
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.
The problem it solves
Sending the return, collecting the signature and getting paid is usually three separate chases.
How it works
- Add returns to a batch with their invoices.
- Send the batch: each client receives the return to sign and the invoice to pay.
- Track signatures and payments, and review signed returns before lodgement.
What your practice gets
- Signature and payment in one client step.
- A not-before date for lodgement.
- Signed returns queued for your review.
Watch it in the product
A short recording of send tax returns for signature in use.
Questions accountants ask
Does Fedix lodge the signed return?
No. Fedix does not lodge. Your registered tax agent lodges in the lodgement software your practice uses, and Fedix records the status.
Can I hold lodgement until a date?
Yes. You can set a not-before lodgement date.
Is this in beta?
Sending tax returns is in beta and available to all practices.
Related features
Features that work alongside send tax returns for signature.
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.
Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoInvoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoPre-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.
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.
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.