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Last year is the starting point

Fedix Shorts - 24 seconds - published 25 October 2026

Does FediPilot use last year's workpaper?

Every return starts with last year's. FediPilot opens last year's return and workpaper before it begins. The method carries forward, and this year's figures come from this year's documents. Anything new, or anything missing, is flagged for you to decide.

Transcript

Every return starts with last year's. FediPilot opens last year's return and workpaper before it begins. The method carries forward, and this year's figures come from this year's documents. Anything new, or anything missing, is flagged for you to decide. Try it free at home dot fedix dot ai.

The clients, names and files shown in the video are fictional. FediPilot prepares the work; the accountant reviews it.

Sources

  • Fedix home page: The 14-day free trial offer and "Nothing is lodged without your approval."
  • FediPilot features: FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered. Workpapers are held back until email and the prior-year return have been read.
  • FediPilot workpapers: Do not turn an unanswered question into a final amount.

Last reviewed 25 October 2026.

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