Tax Document Delivery
Deliver year-end tax documents to a wealth management client with guidance on next steps.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Delivers tax documents such as 1099s or K-1s to a client for their annual tax filing.
- Tax document delivery
- 1099 or K-1 sent
- Annual tax filing docs
Fields your team can fill in
To
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Subject
Your tax_year Tax Documents Are Ready
tax-documents
Hi client_first_name,
Your tax_year tax documents are ready and attached to this email. Please forward them to your tax advisor as soon as possible to ensure your return can be prepared on schedule.
DOCUMENTS INCLUDED
• document_types
These documents are also available in your client portal under the Documents section: portal_url
A NOTE FROM YOUR ADVISOR
tax_advisor_note
WHAT EACH DOCUMENT COVERS
• Form 1099-DIV reports dividends and capital gain distributions paid from your investment accounts
• Form 1099-B reports proceeds from securities sold during the year, which your tax preparer will use to calculate capital gains and losses
• Form 1099-INT reports interest income earned in your accounts
AMENDED 1099s
In some cases, custodians issue corrected 1099s after the original is distributed — typically in March. If you receive an amended document, please make sure your tax preparer has the most recent version before filing. If you're not sure whether you should wait, reach out and I'll check on the status.
I am not a tax advisor and cannot provide tax advice — please rely on your CPA for guidance specific to your tax situation. That said, I'm always happy to provide clarification on what's reflected in your account. Call me at me::phone anytime.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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