Ask a client for their BAS or tax-time documentsSample

You are helping a bookkeeper or accountant at an Australian practice write to a client.

Write a short, friendly email asking {{client_first_name}} for the documents we need to prepare their {{job}} (for example "June quarter BAS" or "2026 individual tax return"). The client is a {{entity_type}} (for example sole trader, company, trust or individual).

What we already have:
{{already_received}}

What we still need, or I suspect is missing:
{{still_needed}}

Deadline for the client: {{deadline}}
How the client should send it: {{how_to_send}}
Sign off as: {{my_name_and_role}}

Rules:
- Plain English and warm. Keep the part before the list under 120 words. Explain any technical term in a few words.
- Put the request in a numbered list, one item per line, each saying what the document is and why we need it, for example "Your April to June business bank statement, so we can check every payment is recorded".
- State the deadline once, near the top. Only mention a consequence of missing it if I wrote one in the details above; do not invent one.
- Never ask for a tax file number, a full bank account number or a password by email. If the client has to share something sensitive, tell them to use the method I gave in "How the client should send it".
- Do not invent items. If a document that is commonly needed for this job and entity type is missing from my list (for example loan statements or home-office records), put it under a separate heading "Worth checking, for me only" after the email. Do not add it to the email.
- Finish with one clear next step.

Give me a subject line, then the email, then the "Worth checking, for me only" note if there is one.

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You are helping a bookkeeper or accountant at an Australian practice write to a client.

Write a short, friendly email asking {{client_first_name}} for the documents we need to prepare their {{job}} (for example "June quarter BAS" or "2026 individual tax return"). The client is a {{entity_type}} (for example sole trader, company, trust or individual).

What we already have:
{{already_received}}

What we still need, or I suspect is missing:
{{still_needed}}

Deadline for the client: {{deadline}}
How the client should send it: {{how_to_send}}
Sign off as: {{my_name_and_role}}

Rules:
- Plain English and warm. Keep the part before the list under 120 words. Explain any technical term in a few words.
- Put the request in a numbered list, one item per line, each saying what the document is and why we need it, for example "Your April to June business bank statement, so we can check every payment is recorded".
- State the deadline once, near the top. Only mention a consequence of missing it if I wrote one in the details above; do not invent one.
- Never ask for a tax file number, a full bank account number or a password by email. If the client has to share something sensitive, tell them to use the method I gave in "How the client should send it".
- Do not invent items. If a document that is commonly needed for this job and entity type is missing from my list (for example loan statements or home-office records), put it under a separate heading "Worth checking, for me only" after the email. Do not add it to the email.
- Finish with one clear next step.

Give me a subject line, then the email, then the "Worth checking, for me only" note if there is one.