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Template · Client
Self Assessment Information Request Template (UK, Free Download)
Stop chasing clients for missing tax records with a clear, structured request template.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A self assessment information request should clearly outline exactly what income and expense documents are required. By using a standardised template, you reduce back-and-forth communication, ensure you have all the necessary information before starting the return, and maintain professional standards with your clients.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- After 5 April each year
What should a self assessment information request include?
The request must be exhaustive to cover all potential income streams and allowable expenses.
Your request should explicitly list the documents needed, such as P60s, P11Ds, dividend certificates, bank interest statements, and details of rental income or self-employment expenses.
- Employment income documents
- Self-employment income and expense summaries
- Investment income and dividend certificates
- Rental income and property expenses
- Pension contributions and gift aid payments
- Details of any capital gains or losses
When should you send this request?
Send the request as soon as the tax year ends on 5 April to ensure timely submission.
Proactive communication is key. Sending the request in April allows you to plan your workload and avoid the 31 January filing rush.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
Self Assessment Information Request Template
Subject: Information required for your [Year] Self Assessment Tax Return
Dear [Client Name],
As we approach the end of the current tax year, it is time to start preparing your Self Assessment Tax Return for [Year]. To ensure we meet the filing deadlines, please provide the following information by [Date]:
P60s and P45s for all employment income.
Dividend vouchers or certificates.
Bank
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?
- Asking for information too late
- Vague requests leading to missing documents
- Not providing a clear deadline
- Sending separate emails for different items
- Failing to follow up promptly
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Frequently asked questions
When is the paper return deadline?
The paper return deadline is 31 October following the end of the tax year.
When is the online filing deadline?
The online filing deadline is 31 January following the end of the tax year.
Should I send reminders?
Yes, use automated reminders in Remindoo to nudge clients who have not yet provided their records.
Can I use the client portal?
Yes, encourage clients to upload their documents securely through the portal rather than emailing sensitive information.
What if the client misses the deadline?
Late filing penalties may apply, so it is crucial to chase records well before the deadline.
Is this template customisable?
Absolutely. You can edit the template to include specific items relevant to your client base.
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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.
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