Period records request
A single format from the Client Records Requests pack. Day 1 · email or WhatsApp.
- 1 page
- 12
- Word and PDF
- 14 September 2026
What it covers
- 1Period records requestDay 1 · email or WhatsApp
Read the opening
The first part of the format, 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.