What changed: integrations and entity papers
BeforeMay now connects to Xero, QuickBooks, your drives, Outlook and LodgeiT, and company and trust workpapers are nearly ready.
The books are in Xero, the documents are in someone's OneDrive, and the return goes out through LodgeiT. BeforeMay now connects to all of them, and company and trust workpapers are close.
Connect once, use it everywhere
Connect an account once under Settings → Integrations and every BeforeMay product uses it. Xero, QuickBooks Online, Google Drive, OneDrive, SharePoint and Outlook are live, and Return Fill fills a draft return in LodgeiT or Xero Tax from the finished workpaper.
What each one does:
- Xero reads the trial balance and reports, and sends adjusting journals back as drafts for you to approve.
- QuickBooks Online reads a company's trial balance into a case. Nothing is written back.
- Drive, OneDrive and SharePoint import a file or a whole folder straight into a case.
- Outlook sends from your own address and files a client's emails, attachments included.
- Return Fill checks the client and year match, fills the draft, and leaves the lodging to you.
MYOB, XPM, FYI and the ATO pre-fill are next. The full list is at beforemay.com.au/integrations.
Company and trust workpapers
They are about 90% done, and we aim to open them at the end of October or early November. If you would like to be among the first practices to use them, reply to this email and we will turn them on for you first.
On a company or trust kept in Xero, the case opens on the trial balance and the paper is built from it: tax reconciliation, distribution or dividend schedules, and review points, in the same format as the individual paper.