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NT-046 / Working kit

Monthly client-document collection

Request the missing item, not everything again.

Keep requested, received and accepted documents separate. Use an item-level register, specific reminder messages and an exception log.

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Editable .xlsxPDF guideNo macros

Start with the decision

What is still missing, and who needs to act?

Small practices collecting recurring client documents.

From input to next step.

  1. 01

    Define the package

    Create a row for each required item and period. A qualified person sets the required documents. Use references rather than sensitive client details in this example workbook.

  2. 02

    Check before accepting

    Mark receipt separately from acceptance. Confirm entity, period, readability and completeness. Record why an item needs correction and retain accepted items as complete.

  3. 03

    Follow up selectively

    Send a request listing only outstanding items. Pause reminders when the next action belongs to your team. Escalate unresolved blockers to a named owner.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Item reference
Client A bank statement
Period
September
Owner
Coordinator
Due date
2026-10-25
State
Accepted
Next action
None
Outstanding
0

Before you use the result.

  • Received does not mean accepted.
  • Do not paste client files, credentials or bank details into the tracker.
  • Keep documents in the organisation’s approved system.

The kit manages collection. It does not prescribe tax records, retention periods or professional acceptance requirements.

A few useful answers.

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Can I buy a product today?

Not yet. The catalogue is open for previews while payment setup and final editorial review are completed. There is no charge, paid reservation or order at this stage.

Do I have to subscribe or buy credits?

No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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