Confirm the target
Establish the practice, client, entity, financial year and destination return before filling starts.
FediPilot / Tax-return preparation
Carry the preparation into a draft return.
Supported assisted filling workflows help move reviewed preparation into the tax software. You inspect and approve the draft.
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.
Re-entering a completed working paper is another handover. FediPilot is being built to assist with supported tax-return filling workflows, so the accountant can focus on the treatment, evidence and final review.
Review the preparation
Check the workpapers and resolve the items that affect the return. Unsupported or uncertain fields need attention rather than an assumed answer.
Fill supported fields
Use the available assisted filling workflow to carry preparation into a draft. Supported forms and fields vary by integration and release.
Inspect in the tax software
Review the filled draft, complete any remaining fields and perform the final checks in your chosen software. Submission remains a separate accountant-controlled step.
Where it fits
Built around accountant work.
Use the AI for preparation and retain your professional judgement. Supported capabilities vary by release and integration.
- Supported individual-return preparation
- Working-paper to draft-return handoff
- Entity and financial-year checks
- Visible unsupported fields and open questions
- Final review in the destination tax software
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.