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Doc Requests
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Document Requests & Tracker
Track documents you have requested from this client. Click a status badge to cycle: Requested → Chased → Received → N/A.
No document requests yet. Add items above.
Step 1 — Generate Documents
Open each generator in a new tab, fill in the client details, then save as PDF ready to attach.
Remember to attach both PDFs before sending:
1. Quote — save as PDF from the Quote Generator
2. Engagement Letter — save as PDF from the Engagement Letter Generator
2. Engagement Letter — save as PDF from the Engagement Letter Generator
Step 2 — Select Documents to Send
Standard Terms & ConditionsAlways
Privacy NoticeAlways
Service Schedule — Self AssessmentSA
Service Schedule — VAT ReturnsVAT
Service Schedule — Capital Gains TaxCGT
Service Schedule — Bookkeeping & Management AccountsBK
Service Schedule — Data Processing & AnalysisDPA
Client Guides (optional)
Understanding Your Tax BillGuide
Payments on AccountGuide
What Records Should I Keep?Guide
Allowable vs Disallowable ExpensesGuide
Making Tax DigitalGuide
Understanding Your VAT ReturnGuide
CGT — The Annual Exempt AmountGuide
CGT — Allowable Improvement CostsGuide
Accruals & PrepaymentsGuide
Work in Progress (WIP)Guide
Step 3 — Send
Email Preview
Add client email to send.
Email client opened. Don't forget to attach the PDFs.
Ad-hoc Documents
Send any document to this client at any time outside of the main onboarding pack.
Standard Terms & Conditions
Privacy Notice
Service Schedule — Self Assessment
Service Schedule — VAT Returns
Service Schedule — Capital Gains Tax
Service Schedule — Bookkeeping & Management Accounts
Service Schedule — Data Processing & Analysis
Guide: Understanding Your Tax Bill
Guide: Payments on Account
Guide: What Records Should I Keep?
Guide: Allowable vs Disallowable Expenses
Guide: Making Tax Digital
Guide: Understanding Your VAT Return
Guide: CGT — The Annual Exempt Amount
Guide: CGT — Allowable Improvement Costs
Guide: Accruals & Prepayments
Guide: Work in Progress (WIP)
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