FEDIXTax returns, workpapers & sign-off
Signed returns queue
A list of signed returns waiting to be lodged, with reviews and a mark-as-lodged action.
The problem it solves
A signed return that sits unlodged is a risk for the client and the practice.
How it works
- Signed returns appear in the queue.
- Review each one.
- Lodge in your lodgement software, then mark it as lodged.
What your practice gets
- Nothing signed is forgotten.
- Reviews recorded against each return.
- A clean list of what is still to lodge.
Questions accountants ask
Where does lodgement happen?
In your practice's lodgement software.
Can I review before marking lodged?
Yes. Reviews are kept with the return.
How do returns get here?
Once the client signs a return sent from Fedix.
Related features
Features that work alongside signed returns 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.
VideoLodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
Reviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
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.
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.