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Checklist Templates
Browse reusable information-request checklist templates with descriptions, item counts and previews.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Chasing clients for records is one of the biggest drains on an accountant's time. Checklist Templates turn each information request into a reusable list, so every client gets the same clear request and staff never start from a blank page.
The library shown covers common UK compliance work: ATED, bookkeeping, CIS contractors' monthly returns, company formation, confirmation statements, dormant company filing, Home Office visa income certification, LLP formation, management accounts, MTD ITSA quarterly submissions and P11D benefits and expenses. Each template has a name, a description (for example "Information Request - MTD ITSA Quarterly Submission") and an item count showing how many points it covers.
Standard checklists improve quality control because nothing is forgotten, and they cut the back-and-forth that delays jobs. They also help with Making Tax Digital for Income Tax, where quarterly submissions mean collecting information more often than before. For training, a new starter can see exactly what the firm asks for on each job.
Search, Checklist Preview, Create Template and per-row preview, edit and delete actions keep the library easy to manage.
Reusable information-request checklists
Templates for ATED, bookkeeping, CIS, company formation, confirmation statement, dormant companies, Home Office visa income certification, LLP formation, management accounts, MTD ITSA and P11D, with item counts and preview.
What you can see
- Search checklist templates, template count, Checklist Preview and Create Template
- Columns: Checklist Name, Description, Items, Actions
- Templates such as ATED, CIS - Contractors, Confirmation Statement, Company Formation Checklist
- Home Office Visa - Income Certification, LLP Formation Request, MTD ITSA, P11D
- Item count per template
- Preview, edit and delete actions
Why it matters: Reusable information requests save staff time and make sure every client is asked for the same things.
Frequently asked questions
Can I control what each employee sees?
Yes. Roles set permissions per module (e.g. create/import clients, delete clients, view fee and hour aggregates) and whether a user sees All clients and tasks or Allocated Only.
Can Remindoo connect to HMRC?
Yes. Add HMRC agent authorisation accounts (including XML) and Tax Liability Agents for VAT, PAYE, SATR and CT600.
Can I enforce MFA?
Yes. Make multi-factor authentication mandatory for all employees.
Can staff connect an AI assistant like Claude or ChatGPT?
Yes, through MCP Access, which an admin can switch off for the whole practice and review per employee.
Is there a checklist for MTD for Income Tax?
Yes. The MTD ITSA template is an information request for the quarterly submission.
Can I preview a checklist before using it?
Yes. Use Checklist Preview or the preview icon on each template.
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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
