FEDIXTax returns, workpapers & sign-off
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
The problem it solves
Workings kept in personal spreadsheets are inconsistent between staff and hard to review.
How it works
- Open the return and generate its workpaper.
- Work through the sections and record adjustments.
- Save versions, revert if needed, and produce a PDF for the file.
What your practice gets
- Consistent workings across the practice.
- Version history with revert.
- A PDF record for the client file.
Questions accountants ask
Can I go back to an earlier version?
Yes. Versions can be reverted.
Can I export the workpaper?
Yes, as a PDF.
Is the workpaper linked to the return?
Yes. Each return has its own workpaper.
Related features
Features that work alongside tax return workpapers.
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.
ATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
VideoReturn checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
AI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
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.
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.
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.