AI workpapers for Australian accountants
A lighter tax season
starts here.
BeforeMay reads your clients’ records, reconciles the figures and prepares an Excel workpaper. You check the calculations, resolve questions and make the final call.
Spend less time preparing each return.
| TraditionalYou prepare everything. | BeforeMayAI prepares. You review. |
|---|---|
| Read every document | AI reads & organises |
| Calculate & reconcile | AI calculates & reconciles |
| Prepare the workpaper | AI prepares the workbook for review |
Your practice handles the review, tax judgement and sign-off.
Open the workpaper. Check the figures.
- Tax summary
- Calculations & supporting schedules
- Every figure traced to its formula or source document
- Questions for your review
Interactive product example
Follow a figure to its supporting document, then download the Excel file.
Download sample workpaper ↓Works with
- Xero
- QuickBooks
- Excel
- Google Sheets
- Google Drive
- OneDrive
- SharePoint
- Outlook
- LodgeiT
Start with the records you have.
YOUR DOCUMENTS
1. Upload the records
Upload the client’s files, or send them an upload link. There’s no need to sort or rename the files first.
AI PREPARATION
2. Let BeforeMay prepare the workpaper
AI reads the documents, checks the figures and prepares the calculations. You answer questions that need your judgement.
YOUR REVIEW
3. Review and download
Check the figures, resolve review points and download the Excel workpaper.
- Read the documents and last year's return
- Reconcile the bank and card statements
- Fill the work-related deductions
- Work out the motor vehicle claim
- Tie out against the prior year
- Finalise and format the workbook
See which questions are still open.
Missing records and tax questions appear together. Anything left unanswered stays in the workpaper for review.
Adjust the workpaper as you review.
Ask BeforeMay to make a change, or edit the figures yourself. Earlier versions are kept.
Interactive product example
How we handle your clients’ records.
01 · BEFORE AI
ID numbers removed before AI analysis
TFNs, Medicare, passport and licence numbers are removed in Australia before information is sent for AI analysis.
02 · NO TRAINING
No AI training on client records
Your clients’ records are not used to train our AI models. Our AI providers operate under no-training terms.
03 · STORED IN AUSTRALIA
Stored in Australia
Client files are stored in Australia. AI analysis may take place overseas; the providers and countries are named in our privacy policy.
Individual returns from A$12.
Pay for the work each return needs. No subscription required.
- Simple
- A$12
- Salary, bank interest & dividends
- Standard
- A$30
- Deductions, rental & foreign income
- Complex
- A$45
- Business income, crypto & asset sales
Your price is confirmed before preparation starts. All prices are in AUD and include GST.
Get 10–30% extra credit with a plan.
Company & trust: request early access →
Common questions
All questionsClient files are stored in Australia. AI analysis may take place overseas; providers and countries are listed in our privacy policy.
Read the full answer →Tax File Numbers, Medicare, passport and licence numbers, yes — removed in Australia before anything is sent. Names and figures stay, because they are what makes the workpaper checkable.
Read the full answer →You do need the client's permission, but it usually doesn't have to be a new one. A general third-party disclosure authority in your engagement letter may already cover it.
Read the full answer →Check the figures against the supporting documents. Make corrections yourself or ask for an adjustment. Your practice is responsible for the final review and lodgement.
Read the full answer →Today, you receive BeforeMay’s Excel workpaper layout. Speak with us before signing up if your practice needs its own template.
Read the full answer →No. You review every figure and lodge through your existing software. Nothing is ever sent to the ATO automatically.
Read the full answer →Receipts, invoices, bank and brokerage statements, trial balances and general ledgers — as PDF, image, CSV or spreadsheet.
Read the full answer →Start with A$99 free, then pay as you go or choose a plan. Your price is shown before preparation starts. All prices include GST.
Read the full answer →