Is this only for SA season?
It is most common for Self Assessment, but you can reuse the template whenever employment summaries are required.
P60 template
P60 request email template
Last updated: 4 June 2026
Request P60s with clear, professional email text and a secure upload route.
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
Real-world example
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.
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. Start from a repeatable checklist for Self Assessment. Start from a repeatable checklist for Self Assessment.
- 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. Keep every requested document visible by client, due date, and status. Keep every requested document visible by client, due date, and status.
- 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. 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
Related solutions
More guides for UK accountants and bookkeepers
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.
Ready to reduce document chasing?