Can clients upload from mobile?
Yes. Upload links work on mobile browsers for photos and PDFs.
Self Assessment
Self Assessment documents request email template
Last updated: 4 June 2026
Give taxpayers a clear list and upload path before the Self Assessment rush.
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
Personal tax accountants and sole practitioners
P60 requests
Dividend vouchers
Rental statements
Pension contributions
Real-world example
In November, a tax team emails every Self Assessment client with a checklist link for P60s, dividend vouchers, rental income, and bank interest — so January is spent reviewing, not rewriting chase emails.
Problem
Why firms search for self assessment documents request email template
January chasing overwhelms small tax teams.
Clients send incomplete bundles across many emails.
Staff cannot see which taxpayers are still missing key items.
Outcome
What ComplyChase AI helps you put in place
SA checklist templates
Polite reminder sequences
Secure upload links
Missing-item reports for review meetings
Example workflow
A practical way to handle this client document work
- 1. Start from a repeatable checklist for P60 requests. Start from a repeatable checklist for P60 requests.
- 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
P60 requests
Add owner, due date, status, reminder timing, and proof notes.
Dividend vouchers
Add owner, due date, status, reminder timing, and proof notes.
Rental statements
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 personal tax accountants and sole practitioners 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?