FEDIXTax returns, workpapers & sign-off
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.
The problem it solves
Assembling a professional return pack and getting it signed is fiddly and inconsistent.
How it works
- Upload the return.
- Work through the review checklist and place the signature fields.
- Send the pack to the client to sign and download.
What your practice gets
- Professional, consistent client packs.
- A review checklist before sending.
- Signature and download in one client step.
Questions accountants ask
Where does the return come from?
You upload the return prepared in your tax software.
Can the client download the pack?
Yes.
Is there a review step?
Yes. A checklist runs before sending.
Related features
Features that work alongside tax packs.
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.
VideoDeduction 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.
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
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.