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Bookkeeping & VAT templates


These email templates have been built, tried, tested and improved across the growth of our own practice and we’ve seen demand increase from practice owners who are maybe new to practice or need more confidence when communicating with clients for different services.

This package includes:

  • VAT review - record request
  • VAT review - confirmation
  • VAT review - finalisation
  • VAT return preparation - records request where bookkeeping is incomplete
  • VAT return preparation - records request where bookkeeping is complete
  • VAT return preparation - draft queries and return - return payable
  • VAT return preparation - draft queries and return - return refundable
  • VAT return preparation - draft queries and return - chaser
  • Revised return for approval - payable
  • Revised return for approval - refundable
  • Finalisation - payable
  • Finalisation - refundable
  • Bookkeeping reports and queries
  • Bookkeeping reports & draft VAT return - return payable
  • Bookkeeping reports & draft VAT return - return refundable
  • Bookkeeping reports & draft return - chaser
  • Revised VAT return for approval - payable
  • Revised VAT return for approval - refundable
  • VAT finalisation - payable
  • VAT finalisation - refundable

Our email templates are best used in partnership with our working papers and processes which can be purchased from the @accountant_she store.