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A salary client, start to finish

Fedix Shorts - 28 seconds - published 25 October 2026

How does FediPilot handle a salary client from start to finish?

A salary client with a shoebox of receipts. FediPilot reads the ATO prefill, the client's emails and every receipt. It builds the workpaper, every figure traced to its source. Then it fills the return in Xero Tax, and stops before lodge. Your review. Your lodge button.

Transcript

A salary client with a shoebox of receipts. FediPilot reads the ATO prefill, the client's emails and every receipt. It builds the workpaper, every figure traced to its source. Then it fills the return in Xero Tax, and stops before lodge. Your review. Your lodge button. 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: Read a client's ATO prefill through Fedix, sync it and add the client to your agent list if needed, showing the status. 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 recordings: opens every file in the client's folder itself.

Last reviewed 25 October 2026.

See it working in your practice.

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