Skip to main content Tired of chasing clients? 4 time-saving Self Assessment email templates
We’ve heard from you that chasing clients for information before the Self Assessment deadline can be a bit of a hassle. To make this process easier for accountants and bookkeepers, we’ve created a set of handy email templates. Whether you need gentle nudges for those who haven’t submitted yet or urgent follow-ups for the last-minute stragglers, we’ve got you covered! Plus, since you know your clients best, you can tweak the tone to fit your style.
Want to dive deeper? Check out our guide, ‘Self Assessment: stress-free strategies for managing last-minute clients’.
Template 1: friendly reminder for clients who haven’t submitted information
Subject: Just a little nudge – Self Assessment info needed!
Hi [Client Name],
Hope you’re doing well! I just wanted to give you a quick reminder that the Self Assessment deadline is fast approaching, and we still need some information from you to get your tax return completed.
No rush (yet!), but the sooner you can send over the details, the smoother things will go! If you need help knowing what’s required, just give me a shout—I’m happy to assist.
Let’s avoid the last-minute scramble, shall we? 😊
Looking forward to hearing from you soon.
Best regards,
[Your Name]
[Your Practice Name]
Template 2: urgent follow-up for last-minute clients
Subject: Action needed: Self Assessment deadline looming!
Hi [Client Name],
We’re getting close to the wire! The Self Assessment deadline is [insert date], and we still haven’t received the necessary information to complete your tax return. To ensure everything gets submitted on time, we’ll need all your documents by [insert your internal deadline].
I know life gets busy, but missing the deadline could result in penalties £100 and over—let’s avoid that stress! Please send the info as soon as possible, or if you need any support, feel free to get in touch.
Looking forward to your response!
Best,
[Your Name]
[Your Practice Name]
Template 3: for clients who have submitted most of their information
Subject: Almost there! Just a few more details for your tax return
Hi [Client Name],
Great news—we’ve received most of your Self Assessment information! 🎉 Just a few more bits, and we’ll be good to go. Specifically, we still need the following:
- [Insert missing info]
- [Insert missing info]
Once we have that, we’ll be able to finalise everything ahead of the deadline.
Thanks for staying on top of this! If you have any questions or need help gathering the last pieces, don’t hesitate to reach out.
Best regards,
[Your Name]
[Your Practice Name]
Template 4: setting a final deadline for information submission
Subject: Important: last call for Self Assessment info
Hi [Client Name],
I hope you’re doing well! With the Self Assessment deadline fast approaching, this is a quick reminder that we need your information by [insert date] in order to ensure we can complete your tax return in time. Unfortunately, if we don’t receive everything by then, we won’t be able to guarantee meeting the HMRC deadline.
I’d hate to see you incur any penalties, so please get those details over to us ASAP! If you need help or have any questions, just let me know.
Thanks for your understanding!
Best,
[Your Name]
[Your Practice Name]
Need more strategies? Dive into our guide, ‘Self Assessment: stress-free strategies for managing last-minute clients’.
