Missing T-slips chased before the April crunch
Two hundred returns are each waiting on one slip. She works the list in March, names the exact slip on each call, and the files move before the crowd arrives.
Personal returns sitting in "waiting on documents" past the date your firm picks.
Calls with the exact slip or receipt missing, sends the upload link, sets the next try.
Returns that move into preparation in March instead of piling up in late April.
How it works
- Builds the list
Each morning: returns waiting on documents, oldest first, with self-employed clients ahead of the June crowd.
- Names the slip
"Your T5008 from your brokerage", "the medical receipts you mentioned to Tom". Specific to the client.
- Helps find it
Where slips usually live: My Account, the bank's online tax centre, the employer's payroll site. From your own guides.
- Sends the link
Their portal link by text while they're on the phone, so it gets done tonight.
- Retries politely
A voicemail and a text when there's no answer, and another call on the spacing you set.
- Reports the stragglers
A list for the partners of returns still stuck by mid-April, with every attempt logged.
Example call
- AI agentHi Mr. Kowalski, it's Emma from Whitfield and Roy. Quick call about your tax return. Is now okay?
- CustomerSure.
- AI agentTom has everything except the T5008 from your brokerage for the shares you sold. It's usually in their online tax documents.
- CustomerOh. I didn't know that was a thing.
- AI agentLots of people don't. I'll text you the upload link, and you can send it straight from their site as a PDF.
- CustomerOkay, I'll do it tonight.
After the call: The T5008 arrives that night, the return moves to preparation, and Mr. Kowalski drops off the list for Tom's next pass.
What your team gets
- Returns moved into preparation weeks earlier
- The exact slip named on every call and text
- Attempts, voicemails and texts logged on the file
- A straggler list for the partners each week in April
- Self-employed clients chased ahead of the June date
Questions
Won't clients find this annoying?
She calls about one real thing that's holding up their own return. Most are glad to hear it in March rather than April.
Can she explain what a slip is?
Yes, from your guides: what it is, who issues it and where to find it online.
Does she chase corporate clients too?
Yes, for year-end documents, on their own schedule.
Hear it on your phone
Request a demo call and the agent phones you, set up for accounting and bookkeeping like yours.