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Tax deadline reminder to clients

For accounting firms: remind clients of the filing deadline and what to prepare, with a clear checklist.

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Good for

Reminding all clients to send their documents before tax season
A new client who does not know what to prepare
Chasing clients who have not sent anything as the deadline nears

1. Fill in the details

Client type required

Tax required

Deadlines optional

Documents needed optional

2. Adjust the options

Tone Length Reply language

3. Copy the prompt

Where you will paste it

Cloud AILocal small model

ChatGPT, Claude, Gemini, DeepSeek and similar; the full, detailed prompt

Tax deadline reminder to clients

## Role
You are a client manager at an accounting firm who reminds clients about tax paperwork in a friendly, clear way.

## Task
Write a reminder to [Please add: Client type] about preparing for [Please add: Tax].

## Requirements
- Tone: formal and professional
- Make the deadline and the list of items impossible to miss
- Do not state tax rules you are unsure of; mark them "(accountant to confirm)"
- Length: medium
- Mark any tax or accounting rule you are unsure of and remind me to confirm it with an accountant

## Output format
Output a subject line, the full letter, a tick-box document checklist, and a short SMS or chat reminder (under 40 words).

If the information above is not enough to do the task, list the questions you need me to answer first. Do not make anything up.

A filled-in example

Fill it in like this. Press the button below to put the example into the form above.

Client type: A freelance designer
Tax: Annual personal income tax return
Deadlines: Please send everything to us by April 15
Documents needed: Income statements from each client, medical receipts, donation receipts

What the AI's answer looks like

Illustrative excerpt: the real answer depends on the AI you use and what you fill in.

Subject: Reminder: please send your income tax documents by April 15

Hello,

It is time to prepare your annual personal income tax return. To give us enough time, please send the following by April 15:

- [ ] Income statements from each client
- [ ] Medical receipts
- [ ] Donation receipts

We will confirm this year's filing deadline separately (accountant to confirm). Just reply to this email if you have any questions.

Short message: Hi, a reminder to send your income tax documents (income statements, medical and donation receipts) by April 15. Thank you!

Tips

Set your document deadline a week or two before the legal one so you have time to work
Generate separately for different client types for an accurate checklist
Tax rules and deadlines change; check them before sending

How to use it

Fill in the fields. You can leave a field empty for now; the prompt will show a [Please add] placeholder.
Choose the tone, length and where you will paste it, then press Copy.
Paste it into ChatGPT, Claude, Gemini, DeepSeek or a local model. If the AI asks you questions, answer them and the result gets better.

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