BK.TAX &
BUSINESS SERVICES

CLIENT FORMS & RESOURCES

Ready when
you are.

Choose your enquiry, tell us what you need and prepare a message for Bereket. Keep the checklists handy as you gather your records.

New client enquiry

Tell us how to contact you and which service you need. We’ll discuss the work and provide an engagement letter before proceeding.

Use this form for an initial enquiry. Please leave out TFNs, passwords, bank details and identity documents. We’ll arrange the detailed records and identity checks directly.

Creates a message to review. Nothing is sent automatically.

RECORDS & DOWNLOADS

Gather the right
starting records.

Download the BK client pack for printable enquiry forms and checklists. Keep detailed records ready until we confirm how to provide them.

8-PAGE CLIENT PACK · PDF

Forms & record checklists

New client, existing client, tax return and business setup forms, plus personal, rental, BAS, rideshare and SMSF record lists.

Download client pack
Personal tax returns
  • Income statements, payment summaries and other income records.
  • Interest, dividend and managed fund tax statements.
  • Receipts and records for expenses you want reviewed.
  • Working from home, vehicle and travel records, where relevant.
  • Private health insurance and personal super contribution records, where relevant.
  • Previous tax return and any relevant ATO notices.
Rental properties & investment sales
  • Property agent’s annual statement and rent received directly.
  • Loan interest statements, rates, insurance and expense invoices.
  • Repairs, improvements and depreciation schedules, if available.
  • Ownership, rental dates and any private-use periods.
  • Purchase and sale contracts, settlement statements and transaction costs.
  • Share, managed fund and crypto transaction history, where applicable.
Business tax, BAS & bookkeeping
  • Accounting software records and the relevant reporting period.
  • Bank and credit card statements and reconciliations.
  • Sales, purchases and supporting tax invoices.
  • Payroll, PAYG withholding and super payment reports.
  • Asset purchases, disposals, loans and finance statements.
  • Previous BAS, tax returns and financial statements, if available.
Uber & rideshare drivers
  • Income summaries from every driving platform, including fares, tips and bonuses.
  • Platform fees and commission statements.
  • Vehicle, fuel, insurance, maintenance and other business expense records.
  • Logbook, kilometre and business-use records, where applicable.
  • GST registration details and previous BAS.
  • Separate any delivery-only activity when you explain your work.
SMSF accounting & tax
  • Fund bank accounts and investment statements.
  • Dividend, distribution and annual tax statements.
  • Contributions, rollovers, benefits and pension payment records.
  • Property, loan and fund expense documents, where applicable.
  • Prior financial statements, tax returns and auditor reports.
  • Changes to trustees, members, deeds or fund arrangements.
Business registrations
  • A brief description of your proposed business activity.
  • Your proposed business name and preferred start date.
  • Structure and registration questions you want to discuss.
  • Existing ABN or entity details, if relevant, to provide directly.
  • Any existing adviser, company or trust documents to discuss.
  • Detailed owner, director and identity information is arranged after the initial enquiry.

These are preparation checklists. A listed expense is not automatically deductible; we review the facts and supporting records for your circumstances.

Useful official resources

Australian Taxation OfficeSearch the TPB registerTPB information for clientsTPB complaints process

IMPORTANT CLIENT INFORMATION

Clear expectations,
from the beginning.

Practice details

Bereket Abebaw trading as BK Tax & Business Services.
ABN 73 848 710 313.
Registered Tax Agent No. 26383182.
Based in Truganina, Victoria.

The TPB maintains a public register of tax and BAS agents. Search for Bereket Abebaw or 26383182 to check current registration details.

Check the TPB register

Scope, fees & authority

We discuss your needs, confirm the work and fees, and provide an engagement letter before starting. Any additional work or government charges are discussed separately.

We ask you to review draft returns and statements and provide the required approval or declaration before lodgement. These enquiry forms are not lodgement authorities or government registration applications.

Relevant practitioner disclosures and any conditions affecting your engagement are addressed directly before work proceeds.

Working together

We act honestly, take reasonable care, manage conflicts and protect confidentiality while providing the agreed tax services competently.

Please provide complete and accurate information, keep supporting records, tell us about changes and ATO notices promptly, and review drafts carefully. We need your cooperation to prepare accurate work and meet agreed deadlines.

Questions or concerns

Contact Bereket on 0466 893 779 or at info@bktaxandbusinessservice.com.au so we can discuss your concern.

You may also make a written complaint about tax agent or BAS services through the TPB’s online complaints process. You can find the process and complaint form on the TPB website.

TPB complaints & online form

WEBSITE ENQUIRY PRIVACY

Your information, handled with care.

The enquiry form prepares a summary on your device. Your entries are not automatically submitted to BK. Choosing “Open email draft” passes the summary to your email app; you decide whether to send it. Copying or downloading creates a copy for you to manage.

When you contact us, we use the contact details and information you provide to respond and discuss your requested services. Detailed tax records, identity checks, required permissions and arrangements for sharing records are discussed directly as part of the engagement.

Keep TFNs, passwords, bank account details and identity documents out of these enquiry forms. For questions about your information, or to request a correction, contact Bereket by phone or email. External services, including your email app and the official websites linked here, have their own privacy practices.

Prefer to talk it through?

Call Bereket or send a short email to get started.

Call 0466 893 779