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.
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 trading company, from bank statements to the ledger and the return
4:34 · English narration and captions- FediPilot prepares
- Imports the year of bank transactions into MyLedger, codes them with GST and reconciles the bank. MyLedger generates the activity statement and the financial statements. FediPilot then reconciles GST, PAYG withholding and super to the ATO records, posts your decisions in the ledger and saves a draft company return.
- You review
- You decide each difference it finds: a private purchase, a pay run missing from a lodged statement, late super and a capital purchase. The instalment credit and the tax rate stay with you before the return is finalised.
Accounts generated in: MyLedger demo file. Draft return saved in: LodgeiT sandbox file. 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.
- 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.