AI workpapers for Australian accountants
Less time preparing.
More time for clients.
BeforeMay reads client records, reconciles figures and prepares a complete Excel workpaper for your review.
Receipts, invoices and statements. Each file is classified and becomes a reviewable line below.
nothing here yetEvery line below is built from a document you dropped in — never typed in by hand.
- Total income
- —
- Gross tax
- —
- PAYG withheld
- —
Nothing to chase yet.
Less manual work on each return.
| TraditionalYou prepare everything. | BeforeMayAI prepares. You review. |
|---|---|
| Read every document | AI reads & organises |
| Calculate & reconcile | AI calculates & reconciles |
| Prepare the workpaper | You review the workpaper |
Your practice keeps final review, judgement and sign-off.
Your complete Excel workpaper.
- Tax summary
- Calculations & supporting schedules
- 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
Three steps to your first workpaper.
YOUR DOCUMENTS
1. Send the records
Upload the client’s records, or send them a link. No sorting or renaming first.
AI PREPARATION
2. Let AI do the preparation
AI reads the documents, checks the figures and prepares the calculations. You answer questions needing 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
Know what still needs your attention.
Missing records and tax questions, together in one place. Unanswered points stay in the workpaper for review.
Make changes without starting again.
Ask for an adjustment, or edit the figures yourself. Earlier versions are kept.
Interactive product example
Your clients’ records, protected.
01 · BEFORE AI
TFNs and ID numbers removed
TFNs, Medicare, passport and licence numbers are removed in Australia before information is sent for AI analysis.
02 · NO TRAINING
Not used to train AI
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 the 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
Price confirmed before preparation starts. AUD, GST included.
Plans add 10–30% more to your balance than you pay.
Company & trust: request early access →
Client 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 →