RCS template · Utility
ITR Document Checklist RCS Template for CA & Accounting Firms
A ready-to-adapt RCS message for chartered accountant and accounting firms, with placeholders, sample values and compliance notes.
When to Send This Message
Send at the start of the income tax filing season. For chartered accountant and accounting firms, this is one of the everyday messages that keeps clients informed without a phone call. Most businesses send it automatically from their software, so the timing is consistent.
Businesses and individuals look for accountants for GST, income tax, audit and company compliance.
The RCS Template
ITR Document Checklist
Dear {client}, to file your income tax return for {ay}, please share {documents}. Upload securely: {link} - [Business Name]SMS fallback (India, DLT format)
Dear {#var#}, to file your income tax return for {#var#}, please share {#var#}. Upload securely: {#var#} - [Business Name]Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {client} | Client | Mr. Bansal |
| {ay} | Ay | AY 2027-28 |
| {documents} | Documents | Form 16, bank interest certificates and investment proofs |
| {link} | Link | https://example.com/u/CA1 |
Filling in each placeholder
- Client (sample: Mr. Bansal): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Ay (sample: AY 2027-28): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Documents (sample: Form 16, bank interest certificates and investment proofs): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Link (sample: https://example.com/u/CA1): Use your own short, recognisable domain; for SMS in India the domain must be whitelisted on DLT, and each variable is usually limited to 30 characters.
This template has 4 placeholders and a body of 123 characters before values are filled in. RCS card descriptions can be longer than SMS, but the first line should still carry the key information, as previews are truncated.
Category and Approval
Service updates like this suit RCS well because a card can carry buttons such as confirm, reschedule or get directions. The message must still relate to the customer's existing transaction.
Compliance Checklist
- Suggested replies and actions are short (25 characters or fewer per chip) and each one leads somewhere useful.
- An SMS fallback is configured, and in India the fallback text uses a DLT-registered template.
- Images are clear, sized as the provider recommends, and do not hide important information that is missing from the text.
Rules to keep in mind for CA & Accounting Firms
ICAI's Code of Ethics restricts advertising and solicitation by chartered accountants, though firms may have websites that follow ICAI guidelines. Client financial data is confidential and must be shared over secure channels.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our RCS compliance guide for India.
Tips for Better Results
- Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
- Use the customer's name and a reference number so the message is easy to trust and to search for later.
Where this message fits for CA & Accounting Firms
Businesses and individuals look for accountants when starting a company, before tax deadlines or after a problem with the tax authority, comparing expertise, fees and reviews. Most relationships last years, kept alive by reliable reminders, proactive advice and fast answers.
Search and referrals bring new clients; LinkedIn and newsletters share tax updates; WhatsApp collects documents and answers quick questions; SMS sends filing deadline reminders; email delivers engagement letters, statements and annual summaries.
Campaign ideas that pair with this template
- Deadline reminders for VAT, corporate tax and personal tax returns
- New company setup packages for start-ups
- Year-end tax planning newsletters
Need this RCS template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a CA firm send the itr document checklist message?
Send at the start of the income tax filing season. Sending it at a consistent time builds trust and reduces follow-up calls.
Do RCS messages need brand verification?
Yes. RCS business messages are sent from a verified brand profile with your name and logo, which needs to be approved before launch.
Can I add images to this message?
Yes. A rich card can include an image or short video. Keep important details in the text as well, since not everyone views the image.
Can DND Teams set this up for my CA firm?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
More RCS templates for CA & Accounting Firms
This message on other channels
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