The email for each step
Paste these into your email tool and fill in the bracketed fields.
Reminder: friendly
Subject: A few items still needed for your return Hi [FIRST NAME], Thanks for what you have sent so far. To finish your return we still need: [LIST OF MISSING ITEMS] You can upload them here: [LINK]. [PREPARER]
Reminder: specific
Subject: Still missing: [ITEM] Hi [FIRST NAME], We are still waiting for [ITEM]. It usually comes from [WHERE TO FIND IT, e.g. your lender's website or your final pay stub]. Without it we cannot complete [WHAT IT AFFECTS]. Upload link: [LINK] [PREPARER]
Reminder: firm
Subject: Your return will move to the extension list on [CUTOFF DATE] Hi [FIRST NAME], We need [ITEMS] by [CUTOFF DATE] to file on time. After that date we will file an extension, and any tax due is still payable by the original deadline. [PREPARER]
Reminder: final
Subject: Last call before we file an extension Hi [FIRST NAME], Today is the last day we can accept [ITEMS] for an on-time return. If we do not have them, we will file an extension tomorrow and send you an estimate of what to pay. [PREPARER]