The trust return, filled in Xero Tax
Fedix Shorts - 25 seconds - published 25 October 2026
Can FediPilot fill a trust return in Xero Tax?
The trust workpaper is reviewed. FediPilot fills the trust return in Xero Tax, with each beneficiary's share. It validates the draft, and reads it back. Then it stops. It never submits without your approval. Lodging stays with you.
Transcript
The trust workpaper is reviewed. FediPilot fills the trust return in Xero Tax, with each beneficiary's share. It validates the draft, and reads it back. Then it stops. It never submits without your approval. Lodging stays with you. 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: builds the trust accounts and the bridge from accounting profit to net income in Excel, checks the distribution against the trustee minutes, prepares draft financial statements and saves a draft trust return with each beneficiary. Draft saved in: Xero Tax sandbox file. Not lodged.
- FediPilot features: Create and fill a Xero Tax return draft, add notes, save, validate and read it back, with evidence of what was entered. never submits without your approval.
Last reviewed 25 October 2026.
