BeforeMay docs
How to turn a client's documents into a reviewed Excel working paper — building a case, reading what the AI flagged, and fixing a figure without breaking the workbook.
BeforeMay takes the documents a client sends you and gives back an Excel working paper: every figure GST-checked, mapped to its ATO item, and linked back to the page it came from.
Getting started
From an empty case to a finished .xlsx, and what to upload before you press generate.
Cases
One client, one financial year. How a case moves, and how to chase what is missing.
The working paper
Reading the workbook, editing it in the browser, and going back to an earlier version.
Review
What the AI flagged and why, and what happens when it asks you a question.
What BeforeMay is not
It does not lodge. It does not decide whether a deduction is claimable and hide that decision from you — every judgement it makes arrives as a review point you can approve, adjust or ignore, with its reasoning attached.
The deliverable is a spreadsheet
Whatever the entity type — individual, company, trust or partnership — the
output is a plain .xlsx. No macros, no proprietary viewer. It opens in Excel,
in Numbers, and in whatever your reviewer already uses.