P60 template

P60 request email template

Last updated: 4 June 2026

In short

Request P60s with clear, professional email text and a secure upload route.

Definition: P60 request email template is the process of requesting, collecting, tracking, and storing client proof documents — built for tax advisers and payroll-aware accountants who need visibility without replacing professional judgement.

Request P60s with clear, professional email text and a secure upload route.

Get started free Try Free Tools

ComplyChase AI helps track documents, expiry dates, reminders, uploads, and proof. It does not provide legal, tax, accounting, or compliance advice. Final responsibility remains with the business, accountant, adviser, or authorised user.

Best For

Tax advisers and payroll-aware accountants

Self Assessment
Director payroll evidence
Multi-employment taxpayers
Examples

How UK firms use this workflow

Typical firm scenario

A sole practitioner sends the P60 template to 40 employed clients in early December, with a single upload link per client so PDFs arrive named consistently in the proof vault.

Example: Self Assessment

A UK firm adds "Self Assessment" to the client checklist, sends a secure upload link, and reviews missing items from one dashboard instead of reopening email threads.

Example: Director payroll evidence

A UK firm adds "Director payroll evidence" to the client checklist, sends a secure upload link, and reviews missing items from one dashboard instead of reopening email threads.

What this page helps you request and track

  • Use checklist items for Self Assessment, attach due dates, and chase missing proof with reminders.
  • Use checklist items for Director payroll evidence, attach due dates, and chase missing proof with reminders.
  • Use checklist items for Multi-employment taxpayers, attach due dates, and chase missing proof with reminders.

Why teams search for p60 request email template

  • Clients confuse P60 with payslips.
  • Chase emails are rewritten every season.
  • Missing P60s are discovered late in the return review.

What a cleaner workflow looks like

Instead of scattered email threads, your firm can use: Template email wording; Secure PDF upload; Linked to SA checklists; Reminder history.

Copy, send, then track in one place

Use this page as your request list, pair it with the free email generator if you need polite chase copy, then move the live workflow into ComplyChase AI so uploads and reminders stay auditable.

Problem

Why firms search for p60 request email template

Clients confuse P60 with payslips.

Chase emails are rewritten every season.

Missing P60s are discovered late in the return review.

Outcome

What ComplyChase AI helps you put in place

Template email wording

Secure PDF upload

Linked to SA checklists

Reminder history

Example workflow

A practical way to handle this client document work

  1. 1. Start from a repeatable checklist for Self Assessment. Start from a repeatable checklist for Self Assessment.
  2. 2. Give the client a secure upload path instead of scattered email attachments. Give the client a secure upload path instead of scattered email attachments.
  3. 3. Keep every requested document visible by client, due date, and status. Keep every requested document visible by client, due date, and status.
  4. 4. Use AI suggestions as a helper, then confirm or edit before saving deadlines. Use AI suggestions as a helper, then confirm or edit before saving deadlines.
  5. 5. Keep upload history, notes, and evidence together for internal review. Keep upload history, notes, and evidence together for internal review.
Example checklist

Documents and evidence firms often request

Self Assessment

Add owner, due date, status, reminder timing, and proof notes.

Director payroll evidence

Add owner, due date, status, reminder timing, and proof notes.

Multi-employment taxpayers

Add owner, due date, status, reminder timing, and proof notes.

Free tool CTA

Create a checklist, reminder email, tracker, calendar reminder, or workflow diagram before you move the process into ComplyChase AI.

Try Free Tools
FAQ

Questions tax advisers and payroll-aware accountants ask

Is this only for SA season?

It is most common for Self Assessment, but you can reuse the template whenever employment summaries are required.

Who is this guide for?

This page is written for tax advisers and payroll-aware accountants who need a practical workflow for p60 request email template.

Does ComplyChase AI provide tax, legal, or compliance advice?

No. It tracks documents, reminders, uploads, and proof only. Final responsibility remains with your firm.

Can clients upload without creating an account?

Yes. Secure upload links let clients send files from phone or desktop without a client portal login.

Where should I go next on complychaseai.com?

Browse related guides below, try the free tools hub, or get started free and apply founding coupon FirmNHMB7CXR at checkout for your first month.

Related guides

More pages for this document workflow

On this site

Tools and pages to use next

Related solutions

More guides for UK accountants and bookkeepers

Home Resources for accountants Free tools for accountants Contact Privacy policy Terms of service Link to ComplyChase AI

Pricing CTA

Start from £29/month for up to 10 clients.

Email reminders are included in all plans. Paid add-ons, including WhatsApp reminders, are coming soon.

View Pricing

Ready to reduce document chasing?

Start with a cleaner document workflow for your UK clients.

Get started free