Can I build a Self Assessment request checklist?
Yes. You can create templates for the documents your team regularly requests.
Self Assessment
Self Assessment Document Checklist & Chasing Tool
Use request templates and automated reminders to collect P60s, dividend vouchers, rental statements, and bank interest records.
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 teams, personal tax accountants, sole practitioners, and small UK practices
P60 requests
Dividend records
Rental income evidence
Bank interest records
Expense proof
Pension contributions
Problem
Why firms search for self assessment document checklist
January deadlines create last-minute chasing pressure.
Clients send partial documents across multiple emails.
Staff cannot quickly see which taxpayers are still missing evidence.
Manual reminders create inconsistent client experience.
Outcome
What ComplyChase AI helps you put in place
Clear missing-item list per client
Client upload links for tax evidence
Repeated reminders before internal deadlines
Exportable status reports for review meetings
Example workflow
A practical way to handle this client document work
- 1. Choose the checklist: Start from a repeatable list for P60 requests.
- 2. Send one secure request: Give the client a clear upload path instead of scattered email attachments.
- 3. Track missing items: Keep every requested document visible by client, due date, and status.
- 4. Confirm dates manually: Use AI suggestions as a helper, then confirm or edit before saving deadlines.
- 5. Store proof: Keep upload history, notes, and evidence together for internal review.
Example checklist
Documents and evidence firms often request
P60 requests
Add owner, due date, status, reminder timing, and proof notes.
Dividend records
Add owner, due date, status, reminder timing, and proof notes.
Rental income evidence
Add owner, due date, status, reminder timing, and proof notes.
Bank interest records
Add owner, due date, status, reminder timing, and proof notes.
Expense proof
Add owner, due date, status, reminder timing, and proof notes.
Pension contributions
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 teams, personal tax accountants, sole practitioners, and small UK practices ask
Does it file tax returns?
No. It helps collect and track the supporting documents your team needs.
Pricing CTA
Start from £28.99/month for up to 10 clients.
Email reminders are included in all plans. WhatsApp reminders are available as an optional paid add-on.
Ready to reduce document chasing?