Free tool

Document Request Template Generator

Pick an engagement type, fill in three fields, and get a professional ready-to-send document request in seconds. Copy the full email or the checklist only.

Select engagement type

Customise your template

Client first name required

Your firm name

Tax year

Deadline date

Time

Submission method

Switch to Quire and your clients get a magic link instead of this email. They tap it, see this checklist, and upload from their phone. No login needed.

How to use this

Pick your engagement type

Choose from individual returns, monthly bookkeeping, UK self assessment, and more.

Fill in three fields

Client name, firm name, and deadline. The template updates instantly as you type.

Copy and send

Copy the full email, the checklist only, or download as a text file. Paste directly into your email client.