# Collect missing tax documents from clients

Compare each client folder with last year’s list and remind clients until it is complete.

Profession: Accountants & bookkeepers (https://melete.si/for/accountants/index.md)

Canonical page: https://melete.si/use-cases/tax-document-collection/

## Example request

Tax season starts next week. For our 60 individual clients, compare what is in each client’s Google Drive folder with last year’s document list, such as W-2s, 1099s, mortgage interest statements, and charitable receipts. Make a missing-documents sheet, draft a request for each client that lists only what they still owe us, and send a reminder every Monday until their list is complete.

## Workflow

1. Compare each client folder with the prior year’s document list.
2. Build a sheet of missing documents by client.
3. Draft personalized requests and check the folder again before each weekly reminder.

## Result

A current view of every client’s missing documents, with requests ready to approve.

## Human review

You approve the request wording before anything is sent. Nothing is filed or paid without approval.

## Collaboration

Staff work their assigned clients from the shared sheet. Client files stay in each client’s project.