Example - Personal Tax Chaser Email Templates

Here you will find examples of emails that can be used as a starting point for your Personal tax chaser emails.

Note if you are going to copy and paste the below templates you will need to replace the merge fields with your own system-related fields. For example, {Job.Deadline[***]} and {Job.Target[***]}.

Internal Name: Initial Tax Return Chaser - Standard Email

Subject: {Client.Code} - Tax Return Information Request for Tax Year {Job.Date} for {Client.Name}

Message:

{System.GoodDay} {Recipient.FirstName},

I hope this email finds you well. As the deadline for submitting your tax return for the previous tax year {Job.Date} which runs between the 6th of April to the 5th of April with a deadline for submission of {Job.Deadline[***]}. I wanted to remind you about the importance of completing this essential task.

To ensure all your tax affairs are in order and to avoid any potential penalties, it's crucial that we complete your tax return promptly. If you've already provided the necessary information, please disregard this reminder.

However, if you haven't yet had the opportunity to submit your tax return information, please consider providing the following details/documents as soon as possible:

P60 form(s) from each employer (if employed)
P45 form(s) if employment ceased during the tax year
Details of any taxable benefits received from employment
Business income and expense records
Profit and loss statement
Rental income received
Expenses related to the rental property
Statements of interest received
Dividend vouchers or statements from shareholdings
Details of any personal pension contributions made
Any other sources of income not mentioned above
Details of any tax reliefs or allowances you're eligible for
Records of charitable donations made under Gift Aid
Details of any assets sold or disposed of during the tax year
Details of any benefits received
Tax credits received
Records of allowable deductions and expenses
Details of any changes in residency or domicile status

Should you require any further assistance or have any questions about this request, please feel free to contact your manager at {Client.Manager.Email}.

We request that you have the information to us by the end of {Job.Target[***]}.

Thank you for your attention to this matter. We appreciate your cooperation and look forward to receiving the necessary information from you soon.

Internal Name: Initial Tax Return Chaser - Custom Client Email

Subject: {Client.Code} - Tax Return Information Request for Tax Year {Job.Date} for {Client.Name}

Message:

{System.GoodDay} {Recipient.FirstName},

I hope this email finds you well. As the deadline for submitting your tax return for the previous tax year {Job.Date} which runs between the 6th of April to the 5th of April with a deadline for submission of {Job.Deadline[***]}, I wanted to remind you about the importance of completing this essential task.

However, if you haven't yet had the opportunity to submit your tax return information, please consider providing the following details/documents as soon as possible:

{Client.IR[***]}

Should you require any further assistance or have any questions about this request, please feel free to contact your manager at {Client.Manager.Email}.

We request that you have the information to us by the end of {Job.Target[***]}.

Thank you for your attention to this matter. We appreciate your cooperation and look forward to receiving the necessary information from you soon.

Internal Name: Tax Return Chaser 1 - Reminder

Subject: {Client.Code} - Urgent Reminder: Tax Return Information Required

Message:

{System.GoodDay} {Recipient.FirstName},

I hope this email finds you well. This is a friendly reminder regarding the pending submission of your tax return for the previous tax year {Job.Date}. As the deadline approaches, we urge you to prioritise the submission of your tax return information.

Your compliance with this request is essential to ensure accurate and timely filing, thus avoiding any potential penalties or fines. If you've encountered any difficulties or delays in gathering the required information, please reach out to us immediately for assistance.

We kindly request that you provide the necessary details/documents outlined in our previous communication by the end of {Job.Target[***]}. Your prompt attention to this matter is greatly appreciated.

Thank you for your cooperation.

Internal Name: Tax Return Chaser 2 - Urgent Reminder

Subject: {Client.Code} - Urgent Action Required: Tax Return Information Overdue

Message:

{System.GoodDay} {Recipient.FirstName},

I hope this email finds you well. We're writing to follow up on our previous communication regarding the submission of your tax return information for the previous tax year {Job.Date}.

Unfortunately, we have yet to receive the required details/documents from you. As the deadline {Job.Deadline[***]} approaches rapidly, we must stress the urgency of this matter. Timely submission is crucial to ensure compliance with HMRC regulations and to prevent any potential repercussions.

We understand that unforeseen circumstances may arise, but we urge you to prioritise this task to avoid any unnecessary complications. Please provide the requested information at your earliest convenience to facilitate the tax return filing process.

Your immediate attention to this matter is imperative. If you encounter any challenges or require assistance, please do not hesitate to contact your account manager {Client.Manager.Email}.

Thank you for your cooperation and understanding.

Internal Name: Tax Return Chaser 3 - Final Email Notice with Future Phone Follow-up

Subject: {Client.Code} - Final Reminder: Urgent Tax Return Information Required

Message:

{System.GoodDay} {Recipient.FirstName},

I hope this email finds you well. This is the final email reminder regarding the submission of your tax return information for the previous tax year {Job.Date}.

Despite our previous communications, we regret to inform you that we have not yet received the necessary details/documents from you. The deadline for submission is fast approaching, and failure to comply may result in significant consequences, including penalties and fines.

This email serves as our last chaser attempt. Should we not receive the required information within the next 30 days, we will contact you via phone to follow up on this matter.

We implore you to take immediate action and provide the requested information without further delay. Your cooperation is essential in fulfilling your tax obligations and maintaining compliance with HMRC regulations.

Please understand that further delays may hinder our ability to complete your tax return accurately and on time. If you encounter any difficulties or require assistance, please contact us immediately for support via your account manager on {Client.Manager.Email}.

We appreciate your attention to this matter and trust that you will prioritise this task to ensure a successful outcome.

Internal Name: New Client Tax Information Request - 1st Tax Year

Subject: {Client.Code} - Welcome from the Tax Team at [Your Accounting Firm Name] - Tax Information Request for Tax Year {Job.Date}

Message:

Dear {Recipient.FirstName},

I hope this email finds you well. I am writing to welcome you as a new Personal Tax client of [Your Accounting Firm Name]. We are pleased to have the opportunity to assist you with your tax affairs for the tax year {Job.Date}.

As we begin our collaboration, it's important to ensure that we have all the necessary information to accurately prepare and file your tax return. Please provide the following details/documents for the tax year {Job.Date}:

Personal Information:

Full name
National Insurance Number (NINO)
Date of birth
Current address

Employment Income:

P60 form(s) from each employer (if employed)
P45 form(s) if employment ceased during the tax year
Details of any taxable benefits received from employment

Self-Employment Income (if applicable):

Business income and expense records
Profit and loss statement

Rental Income (if applicable):

Details of any rental income received
Expenses related to the rental property

Investment Income:

Dividend vouchers or statements from shareholdings
Statements of interest received
Details of any other investment income

Pension Contributions:

Details of any personal pension contributions made

Tax Reliefs and Allowances:

Details of any tax reliefs or allowances you're eligible for
Records of charitable donations made under Gift Aid

Capital Gains:

Details of any assets sold or disposed of during the tax year

Any Other Income:

Details of any other sources of income not mentioned above

Your cooperation in providing this information will enable us to accurately assess your tax liability and ensure compliance with HM Revenue & Customs (HMRC) regulations.

If you have any questions or require assistance with gathering the required information, please do not hesitate to contact us. We are here to help you navigate through the tax filing process smoothly.

Your account manager is {Client.Manager.FirstName} {Client.Manager.Surname} who can be contacted via email on {Client.Manager.Email}.

We kindly request that you provide the information to us by {Job.Target[***]}. Your prompt attention to this matter is greatly appreciated.

Thank you for entrusting us with your tax affairs. We look forward to a successful partnership and ensuring your tax compliance for the upcoming tax year.

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