FEDIXTax returns, workpapers & sign-off
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.
The problem it solves
Without a single register, nobody can say how many returns are in progress, who owns them or which ones are stuck.
How it works
- Create returns per client and financial year, or let Fedix detect the ones that should exist.
- Assign owners, in bulk where useful.
- Track each return's status through to completion.
What your practice gets
- Every return in progress in one list.
- Clear ownership and status.
- Fewer returns forgotten at the start of the year.
Questions accountants ask
Can I assign many returns at once?
Yes. Bulk assignment is available.
What does auto-detect do?
It identifies returns that should be created for your clients so you can add them.
Does Fedix lodge the returns?
No. Fedix does not lodge. Your registered tax agent lodges in the lodgement software your practice uses, and Fedix records the status.
Related features
Features that work alongside tax returns register.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoTax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
Return 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.