Prepare a client email requesting documents

The client supplied one CU and one F24. The practice needs to know whether there are other CUs and whether all campaign F24s are present. We prepare that request together.

Supporting task within client file preparation, Italian 2026 campaign. The lesson produces a local draft; sending and tax advice are outside its scope.

Open context-en.md, CU-income.md and F24-first.md. The context names the two confirmations sought. Vera prepares the teaching file and reads the documents through the current workflow; no pre-approved request list is needed.

• CU-income.md
• F24-first.md
• context-en.md

Vera, prepare an email asking whether the client has other CUs and has supplied all F24s for the campaign. First let me review the requests against this file.

1. The working chat prepares the file and shows received documents and proposed questions. The voice chat explains what is already available and which confirmations are needed.
2. In the review, open “Client requests” and read the proposed text. To narrow it, choose “Request documents” and enter the precise confirmation in “Requested documents”. Reject the internal classification question. Save and apply the decisions before drafting.
3. Vera writes the email from reviewed requests. Open it and check subject, questions and tone; any replacement is saved through the same review process with its link to the decisions.

1. Local email draft to review and use as the practice’s message text.
2. Reviewed document requests and supporting file, showing the basis of each question.

Every question should match a selected request. Do not ask again for files already received: ask whether others exist or the set is complete. The draft uses the workflow’s client reference; check recipient and sending details in normal professional work.

1. Before drafting, name the confirmation you want from the client.
2. At delivery, connect each question to its reviewed request.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Start a new pass with client-reply-en.md and the same documents. The client confirms that F24s are complete. Review the requests and produce a new draft limited to the remaining CU confirmation; retain the first version.

• CU-income.md
• F24-first.md
• context-en.md
• client-reply-en.md

You can find the draft, explain every question and update it after a reply without repeating a resolved request.

Ask Vera to resume the file and draft from reviewed requests. Check questions, recipient and attachments before sending through the practice’s usual channel.