WhatsApp template · Utility
ITR Document Checklist WhatsApp Template for CA & Accounting Firms
A ready-to-adapt WhatsApp 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. It can be sent manually from a panel at first and automated later through an API.
Businesses and individuals look for accountants for GST, income tax, audit and company compliance.
The WhatsApp Template
Dear {{1}}, to file your income tax return for {{2}}, please share {{3}}. Upload securely: {{4}} - [Business Name][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]
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 |
|---|---|---|
| {{1}} | Client | Mr. Bansal |
| {{2}} | Ay | AY 2027-28 |
| {{3}} | Documents | Form 16, bank interest certificates and investment proofs |
| {{4}} | 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. WhatsApp allows up to 1,024 characters in a template body, but short messages with one clear action get the best response.
Category and Approval
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Compliance Checklist
- The customer has opted in to receive WhatsApp messages from your business, and you keep a record of the opt-in.
- Variables are numbered in order and you provide sample values when submitting; avoid starting or ending the body with a variable.
- Links point to your own website or a trusted domain, and button labels are short and clear.
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 WhatsApp 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.
Need this WhatsApp 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. If customers reply, make sure someone on your team monitors and answers.
Why is this template in the Utility category?
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Can I change the wording?
Yes. Adapt the text to your business, but keep it clear and specific, keep variables in order and submit realistic sample values. Any change to an approved template needs re-approval.
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.
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