FEDIXTax returns, workpapers & sign-off
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.
The problem it solves
Complex returns need an AI co-worker whose work can be checked step by step and whose cost is visible.
How it works
- Start a Tax Copilot session for the return and upload the client's folder.
- Work through the return cell by cell with the AI, taking snapshots as you go.
- Check coverage of the source documents and review the activity log before you finish.
What your practice gets
- Step-by-step AI help you can inspect.
- Snapshots to go back to.
- AI usage cost tracked per session.
Questions accountants ask
What is the coverage check?
A check that shows whether the source documents have been accounted for before you finish.
Can I see what the AI did?
Yes. Sessions keep an activity log.
Who signs off the return?
The accountant. The copilot assists.
Related features
Features that work alongside tax copilot workspace.
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 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.
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.