Format pack, 2 formats · FV06-B4

Client Records Requests

2 ready-to-use formats: Period records request; Escalation, records overdue.

Length
2 pages
Blanks to fill
16
Files
Word and PDF
Law stated to
14 September 2026

The 2 formats inside

  1. 1Period records requestDay 1 · email or WhatsApp12 blanksOn its own₹149
  2. 2Escalation, records overdueDay 8 · to the client owner, copy to the manager10 blanksOn its own₹149

Read the opening

The first part of “Period records request”, as it downloads. Blanks are highlighted.

Subject: Records for [Month YYYY] — [Client name]

Dear [First name],

Please share the following records for [Month YYYY] by [Date records are due] (bank statements by [Date bank statements are due]) so that we can close your books on time and file the GST returns within the due dates.

7 more paragraphs and tables follow in the full format.

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