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Template · Client
Management Accounts Information Request Template (UK, Free)
Deliver timely insights to your clients by standardising your management accounts data request.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A management accounts information request specifies the data needed for mid-year reporting, such as current month sales, accruals, prepayments, and stock valuations. Timely delivery of this information is crucial for providing accurate, up-to-date business advice.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- Monthly or quarterly, immediately following the period end
What should be included in the request?
The request should focus on everything needed to produce an accurate P&L and Balance Sheet for the period.
For management accounts to be useful, they need to include more than just bank transactions.
- Bank statements up to the period end
- Sales and purchase invoices not yet recorded
- Accruals and prepayments for the period
- Current stock and work-in-progress (WIP) values
- Aged debtors and creditors listings
- Details of any new hire-purchase or finance deals
Preview the template
Management Accounts Information Request Template (UK, Free)
Subject: Management Accounts Information Request - Period [Month/Year]
Dear [Client Name],
We are preparing your management accounts for the period ending [Date]. To ensure these reports reflect your current business performance accurately, please provide the following information by [Date]:
Reconciled bank statements for all business accounts.
Summary of any sales or purchase invoices
Preview shows the opening and key sections. The full editable file is free to download below.
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Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
Email templates
Standard client messages ready to send.
See featureTokens for emails and tasks
Merge client data into repeatable messages.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureWhat are the common mistakes?
- Not including accruals
- Ignoring work-in-progress
- Delayed reporting making the data irrelevant
- Failing to reconcile the bank
- Missing significant one-off costs
“Automation saves time and no follow-up is missed.”
Frequently asked questions
How often should I send this?
Usually monthly or quarterly, depending on your service agreement.
What is the most important item?
Accurate bank reconciliations are the foundation of good management accounts.
Do I need stock values?
Yes, if the business holds significant inventory, otherwise the P&L will be distorted.
Can I use the portal?
Yes, for secure transmission of financial summaries.
Why do management accounts matter?
They allow for proactive tax planning and better business decision-making.
What if the client is late?
Use automated Remindoo reminders to nudge them; late data leads to late advice.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
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“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
