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Template · Client
Year End Accounts Information Request Template (UK, Free Download)
Ensure your year-end accounts preparation runs smoothly with a comprehensive document request.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A year-end accounts information request should ask for trial balances, bank reconciliations, loan statements, and details of assets acquired during the period. Using a clear template ensures you have the necessary documentation to prepare the CT600 and financial statements without unnecessary delays.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- Following the financial year-end
What records do you need for year-end accounts?
You need a complete set of records that reconcile to the business bank statements.
Ensure you request all relevant supporting documentation for the financial year-end.
- Bank statements and reconciliations
- Sales and purchase ledgers
- Details of fixed assets purchased or sold
- Loan and finance agreement details
- Stocktake results if applicable
- VAT returns for the period
What are the key deadlines?
Private companies must file accounts to Companies House 9 months after the year-end, and pay CT within 9 months and 1 day.
The CT600 return must be filed 12 months after the accounting period ends.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
Year End Accounts Information Request Template
Subject: Information required for your [Year] Year End Accounts and CT600
Dear [Client Name],
We are starting the preparation of your year-end accounts for [Company Name]. To ensure we can prepare your financial statements and CT600 return accurately, please provide the following records by [Date]:
Final bank statements covering the full financial year.
Bank reconciliation for the
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?
- Accepting incomplete records
- Not reconciling bank statements
- Missing supporting documentation for large expenses
- Ignoring potential tax adjustments
- Delaying requests until the last minute
“Automation saves time and no follow-up is missed.”
Frequently asked questions
When are accounts due?
Private company accounts are due 9 months after the year-end.
When is Corporation Tax due?
Corporation Tax is due 9 months and 1 day after the end of the accounting period.
Can I use the portal?
Yes, the portal is the safest way to exchange sensitive documents.
What if records are missing?
Note any missing records in your file and chase them immediately to avoid filing delays.
Should I send automated reminders?
Yes, use Remindoo to ensure you get records on time.
Is this for all company types?
It is specifically for private companies subject to standard accounting requirements.
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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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