Monthly bookkeeping
Starter checklist for accurate monthly bookkeeping.
- Bank statement
- Credit card statement
- Payroll report
- Receipts export
- Loan statements
Client document request templates
Start with reusable checklists for tax prep, monthly bookkeeping, onboarding, payroll, and year-end work. Use a starter template as-is, customize the items for your firm, or create your own template from scratch and reuse it for future requests.
Monthly bookkeeping PIN default
Bank statement Required
Credit card statement Required
Payroll report Optional
6 items Reusable templateTax prep
Starter checklist for tax returns and year-round tax prep.
- W-2 or 1099
- Prior-year return
- ID photo
- Bank statement
- Expenses summary
Accounting client onboarding
Starter checklist for gathering documents from new clients.
- Engagement letter
- Entity documents
- QuickBooks access
- Bank feed information
- Contacts & opening balances
Payroll setup
Starter checklist for setting up payroll with your client.
- Employee roster
- Pay schedule
- State withholding account
- Payroll provider access
- Prior payroll reports
Sales tax filing
Starter checklist for sales tax returns and filings.
- Marketplace sales report
- POS sales summary
- Exemption certificates
- Prior filing notice
Entity formation
Starter checklist for new entities and open accounts.
- Articles of organization
- EIN letter
- Operating agreement
- Owner IDs
Year-end close
Starter checklist for year-end review and close.
- Final bank statement
- Asset purchase invoices
- Loan balance statement
- Inventory count
1099 contractor
Starter checklist for collecting 1099 contractor details.
- Contractor W-9 forms
- Payment summary
- Legal name list
- Mailing address list
What is an accounting document request template?v
It's a ready-made checklist of documents you commonly request, set up to track uploads and status.
Can I edit a starter template?v
Yes. Rename items, change requirements, add client guidance, and save your firm-owned version.
Do clients need a login?v
No. Clients upload files securely without creating a RequestFlow account.
Which templates require a PIN?v
Sensitive templates like tax prep, payroll setup, entity formation, and 1099 prep use PIN by default.
Can I use templates for recurring monthly work?v
Yes. Reuse the same template each month and track progress over time.
Are templates only for bookkeeping?v
No. Templates also cover tax prep, payroll, onboarding, entity formation, and year-end close.
Need a custom template?
Easily create your own tailored template for your firm's specific needs.