sven
1
Create a text template that serves as a cover letter, in which you inform the client on:
- what the calculated profits are;
- what tasks have been done for the current financial year
- if the Annual Accounts have been filed or not
Make sure only activities that were done, are shown. (TIP use checks for things that cannot be automated)
For an example, you can check this case (although in Dutch, it should give a proper idea to start):