Follow up on delayed CA work
Make a first draft, then check it with a grown-up.
Turn months of vague follow-ups into an itemised request for status, blockers, a completion plan and copies of completed work.
Where it applies: India — year, taxpayer type, regime and actual portal requirements matter
A specific reminder that asks what is done, what is blocked and who will finish it.
Use it when repeated reminders have not produced a clear status or documents.
Write the previous follow-up dates and the exact missing deliverables instead of saying only that everything is pending.
Gather your pieces
- Gather dates of previous requests and any agreed scope or promised delivery date.
- Do not label work filed without a filed copy and acknowledgement.
- If a real deadline is close, separately arrange timely professional review; this reminder does not extend it.
Your starting text
Replace each [bracketed label] with your own verified details. Open the editor to make it yours, then read it through before sending.
Subject: Itemised status and completion plan requested Dear [Person or office], I need a clear update on the pending work listed below so that I can provide anything missing and plan the next steps. Client: [Your name] Date: [Preparation date] Work and periods covered: [Work being handed over] Earlier follow-ups and commitments: [Earlier requests] Current facts: [Relevant facts] Documents or deliverables still required: [Documents and exports requested] Open questions and known blockers: [Open items and dependencies] Requested reply date: [Requested reply or handover date] Action requested: [Help or action requested] Please reply item by item with the present status, the person handling it, any specific information or approval needed from me, and a realistic completion date. Where work has already been filed, please provide its filed copy and acknowledgement. Where it is only prepared, please identify the remaining filing or verification step. If you cannot complete an item, please tell me promptly so that we can arrange an orderly handover and address any actual deadline. Regards, [Your name]
Your next moves
- Ask for a reply against each open item and a realistic date or missing dependency.
- Verify completed filings through authorised portal records and decide the next step for unresolved work.
Real-world check
Original starter email. A requested reply date is a service request, not an extension granted by a tax authority.
Sources & official links
- Income Tax Department — taxpayer services and authorised partners Authority route · Checked 6 Oct 2026
- Income Tax Department — view filed returns and acknowledgements Authority route · Checked 6 Oct 2026