A shares client, start to finish
Fedix Shorts - 26 seconds - published 25 October 2026
How does FediPilot prepare a shares investor's return?
Two broker reports and a fund tax statement. FediPilot combines them into a parcel register and a capital gains schedule. It reconciles them to the prefill, and checks the labels against the ATO instructions. Then it saves a draft return in LodgeiT, ready for you to review.
Transcript
Two broker reports and a fund tax statement. FediPilot combines them into a parcel register and a capital gains schedule. It reconciles them to the prefill, and checks the labels against the ATO instructions. Then it saves a draft return in LodgeiT, ready for you to review. 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.
- FediPilot features: Fill an individual return draft in LodgeiT from the workpaper (income, deductions, rentals, dividends and interest) and read it back.
Last reviewed 25 October 2026.
