Four linked letters that take a client from records request to final reminder, payment instructions and a properly advised claim to reduce payments on account.
Accountancy practice – client documents
Self Assessment Deadline and Payment on Account Reminder Letters
About this document
A set of four ready-to-send letters for the Self Assessment season: (1) a records and information request, (2) a final reminder when records or approval are still outstanding, (3) payment instructions for the January and July payments, and (4) advice on reducing payments on account, with an authority for you to make the claim.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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