Client message template

Polish MTD client message template for UK accountants

Many UK accountants serve Polish-speaking clients who understand day-to-day English but still prefer important tax and record requests in Polish. MTD communication is a good example. The accountant may need to ask for income figures, bank statements, sales records or confirmation of property income, but a literal translation of technical guidance can confuse the client rather than help them respond.

This page gives a practical Polish MTD client message template for accountants and bookkeepers. It is not legal advice, tax advice or official HMRC wording. It is a starting point for a clear client request that a practice can adapt to its own process, engagement terms and professional judgement.

A common problem is that the client receives a message saying MTD is coming, but does not know what to do next. They may ignore it because it sounds like a general announcement, or they may send the wrong information because the request is too broad. The practice then spends more time explaining the same issue again.

PracticeComply helps by turning the message into an action. The practice can create a client request, choose English, Polish or bilingual wording, ask for specific records and then track whether the client has replied. The message is linked to the client profile rather than being lost in a sent email folder.

PracticeComply is not HMRC filing software and does not file with Companies House. It does not decide whether a client is in scope for MTD. Use the wording below only as a communication draft and check current HMRC guidance before giving client advice.

FAQ

Questions before you start

Can I send this wording directly to clients?

Treat it as a draft. Adapt it to the client, your engagement terms and your current understanding of HMRC requirements before sending.

Does PracticeComply translate official HMRC guidance?

No. It supports bilingual client workflow, but the practice remains responsible for wording, advice and checking official guidance.

Can clients upload records after receiving the message?

Yes. In PracticeComply, the practice can create a document request and the client can use a private link to upload requested files or add a note.

Does this page mean PracticeComply files MTD returns?

No. PracticeComply helps organise client readiness and communication. It is not HMRC-recognised filing software.

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Example accounting problem

A client has heard about MTD but does not understand whether action is needed now. The practice needs income information, but the client receives a long technical email and does not reply with the right documents.

  • The client does not know which tax year or income source is being reviewed.
  • The message asks for records but does not list examples.
  • There is no clear deadline for the reply.
  • The accountant cannot easily track whether the client responded.

Example Polish message

Dzień dobry, sprawdzamy przygotowanie klientów do MTD Income Tax. Prosimy o przesłanie najnowszych informacji o przychodach z samozatrudnienia lub wynajmu oraz brakujących dokumentów, jeśli dotyczą Pana/Pani sytuacji. Potrzebujemy tego, żeby ocenić kolejne kroki i potwierdzić, czy wymagany jest dalszy przegląd.

  • Prosimy przesłać: bank statements, sales summary, rental income summary albo inne dokumenty, o które prosiliśmy.
  • Jeśli nie prowadzi Pan/Pani działalności lub wynajmu, prosimy odpisać i potwierdzić.
  • Prosimy odpowiedzieć do wskazanego terminu, żebyśmy mogli zaktualizować status.
  • Ta wiadomość nie jest filingiem do HMRC i nie oznacza automatycznie, że jest Pan/Pani w zakresie MTD.

How PracticeComply helps

Instead of copying this message into a personal inbox, the practice can create a structured request in PracticeComply. The client can receive clear wording and the practice can see whether the request is open, received, overdue or closed.

  • Use a private client link for uploads and notes.
  • Keep Polish wording with the client record.
  • Track reminders and received responses.
  • Review the request from the Action Center.

Disclaimer

This template is a communication aid, not a substitute for current HMRC guidance, engagement letters or professional advice.

  • PracticeComply is not HMRC filing software and does not file with Companies House.
  • The template should be adapted before sending to a real client.
  • Do not imply that the client is in scope until the practice has reviewed the facts.
  • Keep your normal record of advice and filing decisions.

Why a clear Polish MTD message helps

A useful MTD message should tell the client what is being checked, what records are needed and what the next step is. That is especially important when the client prefers Polish for practical instructions.

PracticeComply helps move that message from a one-off email into a tracked client workflow.