SMS template · Utility
ITR Document Checklist SMS Template for CA & Accounting Firms
A ready-to-adapt SMS 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.
Most of the value is in meeting deadlines on time, so reminder and document-collection communication is critical for both the firm and its clients.
The SMS Template
India (DLT format)
Dear {#var#}, to file your income tax return for {#var#}, please share {#var#}. Upload securely: {#var#} - [Business Name]International (plain text)
Dear {client}, to file your income tax return for {ay}, please share {documents}. Upload securely: {link} - [Business Name]Example with sample values
Dear Mr. Bansal, to file your income tax return for AY 2027-28, please share Form 16, bank interest certificates and investment proofs. Upload securely: https://example.com/u/CA1 - [Business Name]
With these sample values the message is 198 characters in the standard GSM-7 character set, which is 2 SMS parts (square brackets count as two characters each). Long links or local-language (Unicode) text increase the count, as Unicode SMS allow 70 characters per single part.
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 |
|---|---|---|
| {#var#} | Client | Mr. Bansal |
| {#var#} | Ay | AY 2027-28 |
| {#var#} | Documents | Form 16, bank interest certificates and investment proofs |
| {#var#} | 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. Shorter messages cost less and are more likely to be read in full; aim to keep the filled-in message within one or two SMS parts.
Category and Approval
In India this type of message is usually registered as Service Implicit: it relates to an existing transaction or relationship and can be delivered to numbers on the DND registry. It must not contain promotional content.
Compliance Checklist
- Each {#var#} holds only the kind of value it was registered for; most platforms limit each variable to 30 characters.
- Any link uses a domain whitelisted for your header, as TRAI requires for URLs in commercial SMS.
- The brand name in the message matches your registered business or header.
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 SMS 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 SMS 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.
What does {#var#} mean?
It marks the variable part of a DLT template, such as a name, date or amount. Everything outside the variables must be sent exactly as registered.
Which DLT category should I choose for this itr document checklist message?
Usually Service Implicit. The final category depends on your entity type, the consent you hold and your operator's guidelines, and we confirm it during registration.
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 SMS templates for CA & Accounting Firms
This message on other channels
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