Tailor the request to the taxpayer
Only include items relevant to this client and your work. An example checklist is a starting point, not a legal or tax-completeness test.
GetDocs for Tax practitioners
Spend less time asking for tax documents again
A return can wait on one missing certificate. Keep the supporting-document request separate from the email conversation, so both you and your client know what needs attention.
Free during early access. No card required. No client account.
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The right document, for the right period.
A client sends last year’s certificate or statements that stop a month too early. Reject that specific item with the required year or dates. The client sees what to replace when they reopen the link; your team does not have to restart the entire checklist.
Create a checklist → send one secure link → collect and review. Your client opens the link on a phone or computer, without installing an app or creating a password.
Example: supporting tax documents
- Relevant income certificates
- Medical aid tax certificate, if applicable
- Retirement contribution certificate, if applicable
- Investment income certificates, if applicable
- Supporting rental income and expense records, if applicable
- Clarifications requested by your practice
Starting example only. Review each item for your client, lawful purpose and professional requirements. This is not a complete statutory checklist.
Make the next request easier to answer
Distinguish missing from under review
Use uploaded and accepted progress separately. A client should not be chased for an item already waiting on your team.
Keep the decision with the practitioner
Review the submitted material before accepting it. GetDocs tracks your decision but does not assess evidence or make tax decisions.
Start with one client and one checklist.
Free during early access—not a free-forever promise.