Client document request list builder

A client document request list tells a client every document you need for a filing or year-end, why, and by when, in one go. Pick the client type and the work you are doing, adjust the list, download it for Excel and copy a ready message for email or WhatsApp.

FreeNo sign-upRuns in your browserGST · TDS · ITR · Year-end

Step 1

Who is the client?

Step 2

What work are you doing for them?

Step 3

Your document request list (12 items)

Click any cell to reword it, or add the due date and notes before you download.

Work	Document to request	Why it is needed	Usually comes from
GST returns (monthly or quarterly)	Sales register and copies of sales invoices for the period	Outward supplies	Client / billing software
GST returns (monthly or quarterly)	Credit notes and debit notes issued	Adjust outward supplies	Client
GST returns (monthly or quarterly)	Purchase invoices and import documents	Input tax credit claims	Client
GST returns (monthly or quarterly)	Expense bills that carry GST	Input tax credit on expenses	Client
GST returns (monthly or quarterly)	Purchases on which tax is paid under reverse charge	Tax payable by the client on those purchases	Client
GST returns (monthly or quarterly)	Advances received against future supplies	Tax on advances where applicable	Client
GST returns (monthly or quarterly)	Bank statement for the period	Reconcile sales and payments	Client / bank
TDS returns (quarterly)	List of payments to vendors, contractors and professionals with their PAN	Identify deductions and deductees	Client
TDS returns (quarterly)	Salary register for the quarter	Deductions on salaries	Client / payroll
TDS returns (quarterly)	Challans for tax deposited	Match tax paid to deductions	Client / bank
TDS returns (quarterly)	Lower or nil deduction certificates received from vendors	Apply the right rate	Vendors via client
TDS returns (quarterly)	New vendors or employees added in the quarter	Collect their PAN before filing	Client

Step 4

The request message, ready to send

Client namePlease send by

Dear [client name],

To complete your work on time, please share the documents below:

1. Sales register and copies of sales invoices for the period
2. Credit notes and debit notes issued
3. Purchase invoices and import documents
4. Expense bills that carry GST
5. Purchases on which tax is paid under reverse charge
6. Advances received against future supplies
7. Bank statement for the period
8. List of payments to vendors, contractors and professionals with their PAN
9. Salary register for the quarter
10. Challans for tax deposited
11. Lower or nil deduction certificates received from vendors
12. New vendors or employees added in the quarter

If something does not apply to you this time, just reply "not applicable" next to it. Please do not send passwords by email; we will arrange access separately.

Thank you,
[Your name]

Nothing you enter leaves your browser.

A starting list built from common cases. Every client and engagement is different: add or remove items to match the work. General information, not professional or legal advice.

The list is the easy part. Chasing is what eats the month

Most practices lose days each cycle to the same follow-ups: who has sent what, which bill is still missing, and which client went quiet. A list helps, but somebody still has to track every item and remind every client.

On Averoic, the same list can be configured as a request your client answers through a form, with file uploads, reminders for what is still missing and a record of what arrived and when. Configured, not coded.

Talk to us about your practice →Also free: approval matrix builder

Frequently asked questions

What is a client document request list?

A checklist a CA or accounting firm sends a client before a filing or year-end, listing every document needed, why it is needed and by when. It replaces back-and-forth emails and calls asking for one missing paper at a time.

What documents does a CA need from a client for GST returns?

Usually the sales register and invoices, credit and debit notes, purchase invoices and import documents, expense bills carrying GST, purchases under reverse charge, advances received and the bank statement for the period. The exact list depends on the client's business, so adapt it.

How do CA firms stop chasing clients for documents?

Send one complete list early, with a clear due date; ask the client to mark items "not applicable" instead of ignoring them; track what arrived and when; and send reminders only for what is still missing. Never collect portal passwords by email.

Is this list complete for every client?

No. It is a starting point built from common cases. Every engagement is different, and the firm decides what it needs. General information, not professional advice.

Is my client data stored anywhere?

No. The builder runs in your browser. Nothing you type, including the client name, is sent to Averoic or anyone else.

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