Tax + BAS Bundle FORM - EMK Accounting & Taxation Services

Tax & BAS Bundle (Multi-Step Form)

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Step 18
Step 19

🧮

Tax Return + BAS Bundle

Start Your BAS & Tax Return

Complete the form below with your BAS details for the quarter. We’ll review your submission and contact you if anything further is required. Your annual tax return is included in your bundle.

Secure Online Form Registered Tax Agent

What happens next

We review your submission

We’ll follow up if anything is missing or needs clarification.

We prepare your BAS

Based on the information and records you provide.

You review and approve

You check your BAS before anything is lodged.

We lodge with the ATO

Once approved, we lodge your BAS on your behalf.

Your tax return is included ✓

Your annual tax return, including your business income. We’ll contact you after the financial year ends to complete it.

💡 Not sure what to include? Complete what you can. We’ll let you know if anything else is required.

CLIENT STATUS

This helps us determine your onboarding requirements and ensures we collect only the information necessary to securely access and lodge your BAS with the ATO.

Please select your client status so we can provide the correct BAS lodgement process.

I am a returning EMK Accounting client

I am an existing EMK Accounting client

I am a new client

Identity Verification

🔒 Privacy & Security

As a Registered Tax Agent, EMK Accounting is required to verify the identity of new clients before providing tax agent services.

Please choose how you would like to complete your identity verification:

Secure online identity verification

Video identity verification (Free)

Please continue and submit the form. After we receive your submission, we’ll contact you to arrange a short video call to verify your identity. Please have your original photo ID available during the call and make sure you provide a current contact phone number in the form.

Secure online identity verification

Alternatively, you can choose to have your identity verified securely online through Annature, an external identity verification provider. After your engagement has been accepted, EMK Accounting will send you a separate verification request. You will follow the secure link provided to complete the identity verification process.

By choosing secure online identity verification, you consent to EMK Accounting providing the information necessary to Annature for the purpose of verifying your identity.

PERSONAL INFORMATION

This information is required to identify you in the Australian Taxation Office (ATO) system and allow EMK Accounting to securely access and lodge BAS on your behalf.

Please ensure your details match your ATO records exactly.

First Name

Your legal first name, not nickname.

Last Name

Date of Birth

You must be 18+ to register for an ABN

Your Tax File Number (TFN)

Your 9-digit TFN (e.g., 123 456 789)

CONTACT INFORMATION

Please ensure your contact details are accurate and up to date for BAS lodgement and communication.

Phone/Mobile

Address

Address Line 1

Address Line 2

City

State

Post Code

Country

Is this also your business address?

Yes - I'll operate from home

No - I have a different business address

Business Address

Address Line 1

Address Line 2

City

State

Post Code

Country

BUSINESS INFORMATION

Please provide your business details as registered with the ATO. This information is required to prepare and lodge your BAS accurately.

Australian Business Number (ABN)

Enter your 11-digit ABN (numbers only). We will verify details before lodgement.

Business Name (if applicable)

Enter your registered business name or trading name (if any).

Are you registered for GST?

Yes

Not sure

⚠️ IMPORTANT: If you are providing rideshare services (Uber, DiDi, Ola, etc.), you are required to be registered for GST regardless of income. If you are not registered for GST and require assistance, EMK Accounting can help you register.

BANK ACCOUNT DETAILS FOR BAS REFUND

This account will be used for BAS refunds issued by the ATO. Please ensure details are correct.

Account Name

The name registered to the account (usually your name or business name)

BSB

6-digit BSB number (e.g., 063-000)

Account Number

The name registered to the account (usually your name or business name)

Bank Details Confirmation

I confirm the above bank details are correct

Double-check your details — incorrect bank details will delay your refund

Are these bank details already registered with the ATO?

Yes

Not sure

REPORTING PERIOD

Please select the BAS reporting period(s) you want EMK Accounting to prepare and lodge with the ATO. Each period will be processed separately.

Which BAS period(s) do you want to lodge?

Select all quarters you need to lodge. Each quarter will be quoted separately.

Please specify BAS period(s) you want to lodge

Find this on your ATO lodgement schedule or previous BAS

RECORD KEEPING METHOD

Tell us how your records are maintained so we can direct you to the correct section.

If you use Xero or other accounting software, you only need to grant access or upload your Profit & Loss report.

If you do not use accounting software, you can enter your income and expenses manually or upload your records.

How are your business records maintained?

Xero accounting software

Other accounting software (MYOB, QuickBooks, etc.)

Excel spreadsheet or manual records

Bank statements only

I don't have records prepared

Other (please specify)

This helps us assess the quality of your records and determine the level of review required.

FAST BAS LODGEMENT

(Accounting Software Users)

Grant EMK Accounting access to your accounting software so we can retrieve your records and lodge your BAS.

Would you like to provide access to your accounting software?

Yes

Please grant access to your Xero account so we can prepare and lodge your BAS.

📧 Email: info@emkaccounting.com.au
👤 Access level: Adviser (or Standard + Reports access)

Once access is granted, we will review your records and proceed with your BAS.

If you’re unsure how to add us, we’ll guide you after submission.

Upload Profit & Loss Report for the selected BAS period if you cannot grant access to your accounting software. This helps us prepare your BAS faster and you will do not need to complete full form.

Choose File

Upload your Profit & Loss report if you use MYOB, QuickBooks, Excel, or other accounting software and cannot grant EMK Accounting access to your file.

STANDARD BAS LODGEMENT (MANUAL RECORDS)

If you do not use accounting software, please enter your total income and expenses for the selected BAS period.

You can find this information from:

• Bank statements
• Uber, Amazon Flex, DoorDash, or Menulog income summaries
• Platform earnings reports
• Spreadsheets or manual records

All amounts should include GST where applicable. EMK Accounting will review your information and prepare your BAS.

INCOME

(Manual Entry Only)

Complete this section only if you do NOT use accounting software or have not uploaded Profit & Loss reports. Provide your income for the selected BAS period.

Income Instructions

The ATO receives income data from platforms such as Uber, Amazon Flex, DoorDash, and others. You must report ALL income earned during the BAS period.

You can find your income summaries in:

• Uber Driver app → Earnings → Tax Summary
• Amazon Flex app → Earnings
• DoorDash app → Earnings → Tax Information
• Menulog courier portal → Earnings → Download Reports

Upload your income summaries below. If unavailable, enter your total gross income for the quarter.

All amounts must include GST where applicable.

Did you operate this quarter?

Yes

Please provide details

Please explain why you did not work or earn income during this BAS period.

Which platforms did you work for this quarter?

Amazon Flex

Uber

Uber Eats

DiDi

DoorDash

Menulog

Other, please specify

Upload earnings summaries from each platform for the selected BAS period.

Choose File

Upload monthly summaries from each platform you worked for. Most platforms provide these in your driver app or partner portal.

Total gross income for the quarter (including GST, before expenses)

Only complete this if you did NOT upload income summaries above. Enter your total income BEFORE expenses and platform fees.

Provide any additional information relevant to this BAS period (optional).

OTHER INCOME

Describe your other business income

Include any business income not already reported through Amazon Flex, Uber, DoorDash, Menulog, or similar platforms.

MOTOR VEHICLE EXPENSES

If you use your vehicle for business, EMK Accounting can claim GST credits on eligible expenses such as fuel, servicing, repairs, insurance, and registration.

GST credits are claimed based on your business use percentage and supporting records.

Did you use a motor vehicle for business during this BAS period?

Yes

Do you keep a valid 12-week logbook?

Yes

No (but I have other records)

A logbook helps determine your business use percentage. If you do not have a logbook, we will apply a reasonable business use estimate based on your activity.

Estimated business use percentage (%)

This is the percentage of total kilometres that were for business purposes, as shown in your logbook

How many business kilometres did you drive this quarter?

Maximum 1,250 km per quarter (5,000 km per year). Round to the nearest kilometre

Which vehicle expenses did you incur this quarter?

Fuel expenses

Repairs and servicing

Insurance

Registration

Lease payments

Other

Fuel (total for this quarter)