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
Add recipients
Cc
Add recipients
Bcc
Add recipients
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.
Workflow context
When to use this workflow
Use this workflow when sending year-end tax documents to a wealth management client and reminding them to share the files with their tax advisor.
What this replaces
This replaces manually drafting seasonal tax document emails, retyping document type lists, adding portal links, and checking whether the tax document attachment is included.
Why teams standardize this email
Tax document emails are seasonal, repetitive, and detail-sensitive. Standardizing them helps firms send complete client instructions while keeping tax advice boundaries clear.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the tax document delivery email in Outlook
- Prompts for client name, tax year, document types, portal URL, advisor note, and phone number
- Adds a tax year-specific subject line
- Can require the tax document attachment before sending
- Keeps the message editable for advisor review
FAQ
Does Toggles provide tax advice?
No. Toggles prepares the client email. Tax guidance should come from the client's CPA or tax advisor.
Can the workflow require tax documents to be attached?
Yes. This workflow can require the year-end tax document attachment before sending.
Can clients also be directed to a portal?
Yes. The workflow includes a portal URL variable for document access.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
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.
Explore Solutions By Role
Operations
See how Toggles helps operations teams standardize repeatable client emails in Outlook.
Finance
See how Toggles helps finance teams standardize repeatable client emails in Outlook.
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
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.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.