HMRC Letter Tool

Client Details

Search Monday.com or enter details manually.

Load from Monday.com

Client Information

Full Name

UTR Number

NI Number

Date of Birth

Job Expenses Claimed 2025/26 (£)

Choose a Template

Select a letter template. Client details merge in automatically. You can edit on the next step.

Edit Letter

Click anywhere in the letter to edit. Use toolbar to insert client details.

Save & Send

Download the letter then drop it into your client folder in Google Drive.

Step 1 — Download letter

Saves the letter as an HTML file to your Downloads folder.

Step 2 — Open Google Drive

Opens your Google Drive folder in a new tab. Drag the downloaded file into your client's folder.

Settings

Saved in this browser only — never shared.

Monday.com API Token

Enter once and it is remembered. To get a new token: Monday.com → your avatar → Administration → API.

API Token

Board ID

Company Logo

Appears centred at the top of every letter. PNG or JPEG recommended.

No logo uploaded — firm name shown as text.

Choose logo file

📄 HMRC Letter Tool