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Last year tells you what to ask for

Fedix Shorts - 27 seconds - published 25 October 2026

How does FediPilot know what documents are missing?

Last year, this client claimed four kinds of deductions. FediPilot reads that return first, and checks this year's documents against it. No home office records yet? That's a gap, not a zero. It drafts the request for exactly what's missing, and you review it before it goes.

Transcript

Last year, this client claimed four kinds of deductions. FediPilot reads that return first, and checks this year's documents against it. No home office records yet? That's a gap, not a zero. It drafts the request for exactly what's missing, and you review it before it goes. 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: Workpapers are held back until email and the prior-year return have been read. FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.
  • FediPilot workpapers: Do not turn an unanswered question into a final amount.

Last reviewed 25 October 2026.

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