FEDIX Practice management
Tax returns, workpapers & sign-off
Run the tax return job end to end: a register of returns, structured workpapers, document checklists, AI-assisted preparation for review, sending returns for signature, review authorisations, tax packs, fee-from-refund tracking and entity formation. Lodgement stays in your lodgement software.
Who it is for
Registered tax agents, tax accountants and reviewers preparing, reviewing and finalising client returns.
Features in Tax 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.
Tax 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.
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.
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.
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.
More from FEDIX
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.