What it is
Returns stall on missing documents. A log of each request, the date and the reminders makes follow-up systematic.
This tracker lists every document by client, counts days outstanding, flags overdue items and shows the percent received.
When to use it
- During document collection.
- When sending reminder emails.
- Before starting a return.
What’s inside
- Documents tab with 120 rows
- Days outstanding and status formulas
- Summary with percent received
- Check that requested equals received, waiting, overdue and incomplete
Standard cited
This template follows Tax document intake. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
What counts as overdue?
Days outstanding greater than the limit you enter.
What if the client has no such document?
Mark Not applicable and the row drops out of the counts.
Can it work with the organizer?
Yes. Use the organizer’s document lists to fill the Document column.
Related templates
- Client Information Request Letter
- Client Follow-Up Letters (Three-Step Series)
- Tax Return Workflow and Status Tracker
- Individual Tax Organizer: Employee and Investor
Last updated 11/06/2026. All free templates.