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Shares, reconciled to the prefill

Fedix Shorts - 25 seconds - published 25 October 2026

Does FediPilot check shares figures against the ATO prefill?

Before the shares figures go in, they're checked against the prefill. FediPilot reconciles the parcel register to the prefill extract. Then it checks each return label against the ATO instructions. How the fund distribution is labelled is for you to check.

Transcript

Before the shares figures go in, they're checked against the prefill. FediPilot reconciles the parcel register to the prefill extract. Then it checks each return label against the ATO instructions. How the fund distribution is labelled is for you to check. 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 recordings: Combines two broker reports and a fund tax statement into a parcel register and capital gains schedule in live formulas, reconciles them to the prefill extract, checks the return labels against the ATO instructions and saves a draft individual return. You check the order of losses and discount and how the fund distribution is labelled.

Last reviewed 25 October 2026.

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