Establish the group
Confirm the client, entities and financial year before the preparation starts. Keep each entity distinct while retaining the group context.
FediPilot / Client groups
Prepare the group, not isolated files.
Keep companies, trusts, individuals and the SMSF in one preparation context. Follow the relationships as well as the figures.
FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training.
Synthetic source document from the existing Callenbrook demonstration.
How the work moves.
Complex clients rarely fit in one return. A distribution in the trust becomes an entitlement somewhere else. A loan has two sides. FediPilot brings that connected work into the preparation process.
Read the source documents
Work from the bank records, deeds, financial reports and supporting schedules available for each entity. Missing evidence remains a question to resolve.
Prepare across entities
Organise the working papers and examine distributions, beneficiary entitlements and inter-entity balances together.
Review the group position
Bring the work back to the accountant with the source evidence and outstanding exceptions. Resolve those exceptions before relying on the result.
RECORDED RUN
Watch this workflow on a fictional client.
Recorded runs on fictional clients. FediPilot files the source documents, prepares the working papers in Excel and, where the recording goes that far, saves a draft in the software your practice already uses. Every run ends with open items for the accountant. Nothing is lodged.
A nine-entity client group
3:29 · English narration and captions- FediPilot prepares
- Files the documents for nine related entities, prepares their working papers and a group tracker that checks itself, agrees an inter-entity loan from both sides and saves draft company and trust returns.
- You review
- You direct the other seven returns. Four entities are waiting on client records, and the tracker lists what to ask for.
Draft saved in: Xero Tax and LodgeiT sandbox files. Not lodged.
Recorded in FediPilot with fictional clients and synthetic records. The accountant reviews every draft, and final review and submission stay accountant-controlled in your own tax software. Supported workflows vary by integration and release. FediPilot is available to existing MYLEDGER or FEDIX users after training. Microsoft Excel, Xero and LodgeiT are trademarks of their respective owners, shown as software a practice may already use.
Where it fits
Built around accountant work.
Use the AI for preparation and retain your professional judgement. Supported capabilities vary by release and integration.
- Family groups and related entities
- Trust distributions and beneficiaries
- Operating and investment companies
- Individuals with business and investment interests
- SMSF documents within the group context
Keep the work connected.
FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training. No independent FediPilot subscription. Final review and submission remain accountant-controlled.