https://home.fedix.ai/features 2026-10-28 monthly 0.7 https://home.fedix.ai/fedipilot/client-groups 2026-10-28 monthly 0.8 https://home.fedix.ai/fedipilot/workpapers 2026-10-28 monthly 0.8 https://home.fedix.ai/fedipilot/tax-return-preparation 2026-10-28 monthly 0.8 https://home.fedix.ai/fedipilot/worked-example 2026-10-28 monthly 0.8 https://home.fedix.ai/fedipilot FediPilot: A trading company, from bank statements to the ledger and the return https://home.fedix.ai/videos/fedipilot/fedipilot-company-ledger.jpg Imports the year of bank transactions into MyLedger, codes them with GST and reconciles the bank. MyLedger generates the activity statement and the financial statements. FediPilot then reconciles GST, PAYG withholding and super to the ATO records, posts your decisions in the ledger and saves a draft company return. You decide each difference it finds: a private purchase, a pay run missing from a lodged statement, late super and a capital purchase. The instalment credit and the tax rate stay with you before the return is finalised. Accounts generated in: MyLedger demo file. Draft return saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-company-ledger.mp4 274 FediPilot: Voice input: speak in any app and the text lands at your cursor https://home.fedix.ai/videos/fedipilot/fedipilot-voice-input.jpg With FediPilot running in the background, one keyboard shortcut starts a recording in whichever app you are working in, and the same shortcut stops it. Your words are then typed at the cursor. The recording shows a file note in a text editor and a follow-up email to a client in Outlook, with the dollar amount and the date written as figures. You read the text before it goes anywhere. Voice input types what it heard and stops there: it does not send the email, so the names, figures and dates are yours to check first. If a recording is cancelled, nothing is typed and the audio is kept on your device. Retry it from the Voice input history, then copy the text and paste it where it belongs. Fictional client. Nothing was sent. https://home.fedix.ai/videos/fedipilot/fedipilot-voice-input.mp4 119 FediPilot: A question on trust distributions, researched from primary sources into a draft advice https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-trust.jpg Takes a question asked in one sentence about a family trust's distributions to adult children and reads the client's papers. It then opens the legislation, the ATO ruling and guidance and the court decisions, naming each one as it reads it, answers in the chat with its sources, and works through the follow-up questions. It drafts an advice document on the practice letterhead: a summary, quoted passages with numbered citations, a risk table, modelled scenarios with their assumptions and a list of authorities with pinpoints. The advice is yours. You read the draft against the sources, check the quotations and the figures, add any authority it did not cite and settle the position. As the registered tax agent you take responsibility for the advice, sign it and send it yourself. Draft advice saved as a PDF. Fictional client and records. Draft advice only. Nothing sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-trust.mp4 212 FediPilot: A question on unpaid trust distributions after the Bendel decision, researched from primary sources into a draft advice https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-div7a-bendel.jpg Takes a question asked in plain words about what the High Court's Bendel decision means for distributions a trust has not paid to the client's company, and reads the client's email and papers. It then opens the judgment, the Division 7A provisions and the ATO's determination and decision impact statement, naming each one as it reads it, and answers in the chat. It works through a follow-up question about money the trust lent the client, then drafts an advice document on the practice letterhead: the answer in brief, quoted passages with numbered citations, a rating for each balance with the reason, suggested next steps and a list of authorities. The advice is yours. You read the draft against the judgment and the ATO material, check the quotations and the balances, add any authority it did not cite and settle the position. As the registered tax agent you take responsibility for the advice, sign it and send it yourself. Draft advice saved as a PDF. Fictional client and records. Draft advice only. Nothing sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-div7a-bendel.mp4 208 FediPilot: A question on super for subcontractors with ABNs, researched from primary sources into a draft advice https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-contractor-super.jpg Takes a question asked in plain words about whether a business owes super for subcontractors who each have an ABN, and reads the client's email, agreements, invoices and payment spreadsheet. It then opens the superannuation guarantee legislation, the ATO ruling and guidance and the High Court and Full Federal Court decisions, naming each one as it reads it, and answers in the chat. It works through a follow-up question about a new clause that would let a worker send someone else, then drafts an advice document on the practice letterhead: the answer in brief, quoted passages with numbered citations, a rating for each worker with the reason, the figures it worked out and a list of authorities. The advice is yours. You read the draft against the legislation, the ruling and the decisions, check the quotations and the figures, add any authority or guidance it did not cite and settle the position. As the registered tax agent you take responsibility for the advice, sign it and send it yourself. Draft advice saved as a PDF. Fictional client and records. Draft advice only. Nothing sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-contractor-super.mp4 236 FediPilot: A question on tax and GST when a home block is subdivided and built on, researched from primary sources into a draft advice https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-subdivision.jpg Takes a question asked in plain words about the income tax and GST position when a couple knock down their home, split the block and build two townhouses, and reads the client's email, settlement statement, approvals and building contract summary, agent's paperwork and costs spreadsheet. It then opens the income tax and GST legislation, the ATO rulings and the court decisions, naming each one as it reads it, and answers in the chat. It works through two follow-ups from the accountant, a new fact from the client and a point about the gain before the project began, then drafts an advice document on the practice letterhead: the questions, quoted passages with numbered citations, the figures it worked from the client's spreadsheet, the earlier capital gain set out as a preferred and a conservative position, and a list of authorities with pinpoints. The advice is yours. You read the draft against the legislation, the rulings and the decisions, check the quotations and the figures, add any authority or guidance it did not cite and decide which position to take where the draft sets out more than one. As the registered tax agent you take responsibility for the advice, sign it and send it yourself. Draft advice saved as a PDF. Fictional clients and records. Draft advice only. Nothing sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-subdivision.mp4 238 FediPilot: A question on tax residency after a move overseas, researched from primary sources into a draft advice https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-residency.jpg Takes a question asked in plain words about whether a client who has taken a job overseas is still an Australian tax resident, and reads the client's email, employment contract and extension, lease and school papers, the letting documents for the family home and a log of his days in Australia. It then opens the definition of resident in the legislation, the ATO ruling and the Full Federal Court decisions, naming each one as it reads it, and answers in the chat. It works through the accountant's follow-up on the date it chose, then drafts an advice document on the practice letterhead: its view in brief, quoted passages with numbered citations, each period rated with the reason, what it recommends and a list of authorities. The draft covers the residency question only and gives its own risk rating for the answer. The advice is yours. You read the draft against the legislation, the ruling and the decisions, check the quotations and the facts it relied on, add any authority it did not cite and anything outside the residency question, such as a tax treaty or what follows from a change of residency, and settle the position. As the registered tax agent you take responsibility for the advice, sign it and send it yourself. Draft advice saved as a PDF. Fictional client and records. Draft advice only. Nothing sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-tax-research-residency.mp4 234 FediPilot: A property trust with a commercial unit and a house, from bank statements to the ledger and the return https://home.fedix.ai/videos/fedipilot/fedipilot-trust-ledger.jpg Imports the year of rent receipts and property costs into MyLedger and codes them: the commercial unit with GST, the residential house without. MyLedger generates each quarterly activity statement and the financial statements. FediPilot then reconciles the ledger to the statements already lodged and drafts the trust return from the ledger figures. You decide the differences it finds between the ledger and the lodged statements: a GST credit claimed on a repair to the house, and GST missed on outgoings recovered from the commercial tenant. You set how shared costs and prepaid insurance are treated. When a prepayment is first worked out without its GST, FediPilot corrects the ledger and the regenerated figures are shown. Accounts generated in: MyLedger demo file. Draft trust return saved in: Xero Tax sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-trust-ledger.mp4 248 FediPilot: A nine-entity client group https://home.fedix.ai/videos/fedipilot/fedipilot-client-group.jpg Files the documents for nine related entities, prepares their working papers and a group tracker that checks itself, agrees an inter-entity loan from both sides and saves draft company and trust returns. You direct the other seven returns. Four entities are waiting on client records, and the tracker lists what to ask for. Draft saved in: Xero Tax and LodgeiT sandbox files. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-client-group.mp4 209 FediPilot: Three rental properties https://home.fedix.ai/videos/fedipilot/fedipilot-rental-properties.jpg Reads the emails and attachments, files them by property, works out each owner share, builds the rental working paper in Excel with live formulas and saves a draft individual return. You decide the judgement calls, such as how a private loan redraw affects the interest claim. Depreciation and insurance evidence stay open until you confirm them. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-rental-properties.mp4 201 FediPilot: Shares, distributions and capital gains https://home.fedix.ai/videos/fedipilot/fedipilot-investments.jpg 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. One transferred parcel has no cost base on file, so it stays an open question and is not assumed to be zero. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-investments.mp4 237 FediPilot: A sole trader with one mixed bank account https://home.fedix.ai/videos/fedipilot/fedipilot-sole-trader.jpg Separates business and private transactions in one mixed account, prepares the business profit and loss and vehicle split in Excel with live formulas and saves a draft individual return. The client asked for a higher vehicle percentage than the logbook supports, so that call stays with you, along with the vehicle evidence and the asset write-off. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-sole-trader.mp4 233 FediPilot: Payroll and super at year end https://home.fedix.ai/videos/fedipilot/fedipilot-payroll-super.jpg Reconciles payroll, STP and clearing-house reports to the bank, finds super that reached the funds late, prepares draft accounts with a tax reconciliation in live formulas and saves a draft company return. You confirm the base rate entity test, and the late super decision and PAYG instalments are flagged for you. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-payroll-super.mp4 186 FediPilot: A quarterly BAS from settlement reports https://home.fedix.ai/videos/fedipilot/fedipilot-bas.jpg Bridges marketplace settlement reports to the bank, counts re-sent files once, reconciles GST in an Excel working paper with live formulas and saves a draft activity statement. You correct what only you know about the business, and the opening balance stays a review item for you. Draft saved in: MyLedger demo file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-bas.mp4 157 FediPilot: Crypto disposals and staking income https://home.fedix.ai/videos/fedipilot/fedipilot-crypto.jpg Files the exchange and wallet records, matches own-wallet transfers, builds the capital gains schedule and staking income in Excel with live formulas, updates it when the client supplies a missing cost base and saves a draft individual return. You decide the prior-year losses and the CGT discount before the return is filled. An unexplained deposit and a small network fee stay open for you. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-crypto.mp4 193 FediPilot: Fixed assets, a finance loan and the company return https://home.fedix.ai/videos/fedipilot/fedipilot-assets-finance.jpg Reconciles the bank export to the invoices, rolls the asset register forward for a financed purchase and a disposal, splits the loan repayments into principal and interest, prepares draft financial statements in Excel with live formulas and saves a draft company return. You correct what only you know about the client, and the company tax rate, the software licence and the depreciation election stay your decisions. Draft saved in: LodgeiT sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-assets-finance.mp4 206 FediPilot: A company year end from bank exports and invoices https://home.fedix.ai/videos/fedipilot/fedipilot-company.jpg Files the records, matches sales and purchase invoices to two bank accounts, builds the director loan line by line, prepares draft accounts and a tax reconciliation in live formulas and saves a draft company return. Division 7A on the director loan is your decision, and you confirm the base rate entity test. Earlier year losses and PAYG instalments are flagged for you. Draft saved in: Xero Tax sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-company.mp4 215 FediPilot: A family trust and its distribution https://home.fedix.ai/videos/fedipilot/fedipilot-trust.jpg Reads the trustee's emails and attachments, 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's share. You settle the distribution. The first minutes were unsigned, and one capital component and a franking credit were corrected on your review. The legal fee and the unpaid entitlements stay open for you. Draft saved in: Xero Tax sandbox file. Not lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-trust.mp4 220 FediPilot: The FediPilot chat: ask in plain English and it works through the client's files https://home.fedix.ai/videos/fedipilot/fedipilot-chat-request.jpg Takes an ordinary request typed in the chat, opens every file in the client's folder itself and says what it is doing as it goes. It ends on a plain summary: each document and the figures that matter, a duplicate invoice set aside, the logbook checked against what the client asked for, and what is still needed before the return. You decide what to ask the client for and how to treat the logbook. The chat reads and reports; it changes nothing in the folder unless you ask. Fictional client and records. Nothing was created, sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-chat-request.mp4 73 FediPilot: The workpaper editor: change one figure and the calculation refreshes https://home.fedix.ai/videos/fedipilot/fedipilot-workpaper-editor.jpg Opens a prepared workpaper with every figure, its tax return label and the source document behind it. When one figure is changed (an extra council rates payment), the schedule total, taxable income and the tax estimate recalculate straight away, and each figure's source reference opens the original document beside the workpaper. You decide which figures change and why, and you compare them with the original documents before anything goes into a return. Fictional client and records. The workpaper stays a draft. Nothing was lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-workpaper-editor.mp4 68 FediPilot: File a client's documents into the practice's standard folders https://home.fedix.ai/videos/fedipilot/fedipilot-file-client-documents.jpg Opens every file a client sent, whatever its name, works out what each one is, and moves it into the practice's standard folders for the year. It pulls an attachment out of the client's email and sets a duplicate invoice aside in its own folder after confirming the two files are identical. You check the folders before the work starts and move anything you would file differently. The files are moved, not deleted. Fictional client and records. Nothing was sent or lodged. https://home.fedix.ai/videos/fedipilot/fedipilot-file-client-documents.mp4 92 FediPilot: Email a document, and approve it before it leaves the firm https://home.fedix.ai/videos/fedipilot/fedipilot-email-approval.jpg Takes a plain request to email a document, finds the right file in the client's folder and drafts the message with it attached. Before anything leaves the firm it shows an approval card with the recipient, subject, attachment and message, and a review screen showing the email exactly as it will be sent. Nothing is sent until you approve it. You can edit the text, change the attachments, save it as an Outlook draft or send that version. Fictional client and records. 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