Download Free Accountant Invoice Templates

Download a template, then edit in PDF, Word, Excel, Google Docs or Google Sheets. Print or email when ready.

Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Custom Accountant Invoice Template

Best for:

Logo, PO, client and GL fields.

Editable Accountant Invoice Template

Best for:

Edit rates, services, filings, fees.

Printable Accountant Invoice Template

Best for:

Totals, approvals, dates, signatures.

Free Accountant Invoice Template

Best for:

Hours, services, period, entities, notes.

How to Invoice as an Accountant

Keep the flow simple, track the work, and bill with zero surprises.

Free Online Invoice Generator

☝️ No sign-in. Save as PDF.

In 5 Steps:

Confirm the scope against the engagement letter and pull billable time, units, and receipts.
If you are starting work, request a retainer or deposit and state when it will be applied.
Draft the invoice by service type and attach backup like time logs or receipts.
Set payment terms, add any taxes that apply, and send the invoice.
On the next bill or final bill, apply the retainer or deposit and record the payment.

Free Online Invoice Generator

☝️ No sign-in. Save as PDF.

What to Include in an Accountant Invoice

These fields make your invoice clear, professional, and compliant.

Your legal business name, address, email, phone, and EIN/Tax ID.
Client legal name, billing address, and contact email.
Unique invoice number.
Issue date, due date, and payment terms.
Service period covered.
Itemized services with hours or units and rates.
Pass-through expenses and government filing fees.
Retainer or deposit applied and remaining balance.
Subtotal, tax on services where applicable, and total due.
Compliance IDs and references: CPA or professional license #, EFIN/PTIN if filing taxes, engagement letter or PO #. Check local rules.

Billing Scenarios for Accountants

How to label charges so every invoice makes sense the moment your clients see it.

Retainer deposit; Initial consultation

New engagement kickoff with upfront funding

It signals commitment and covers early work before ongoing billing starts.

Bookkeeping hours; Software subscription pass-through

Monthly bookkeeping for a growing business

It splits recurring labor from tools you manage for the client.

Payroll processing per employee; Year-end forms

Payroll processing with variable headcount

It ties monthly work to employee count and shows the extra once a year.

Fixed fee tax prep; E-file fee

Tax return preparation for a business

Show due date, accepted methods, and any late fee in the header. Use the same terms on every invoice.

Cleanup hours; Bank feed setup

Cleanup and catch-up of past months

It keeps one-time cleanup apart from ongoing bookkeeping.

Rush fee; After-hours premium

It explains the priority cost for short-notice work.

Free Online Invoice

No sign-in. Save as PDF.

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Standard services and fees for accountants

List services, billable hours, filings, advisory, and expenses with professional invoice line items.

Charge or Service

Unit

Taxable

When to use

How to show it

Individual tax return prep

Item

Annual personal return

Returns × fixed rate; add schedules/forms as needed. E-file included; confirm deductions documentation before filing.

Business tax return prep

Item

Company annual return

Entity returns × fixed rate; include standard forms. State returns listed as separate items when required.

Monthly bookkeeping service

Item

Ongoing monthly books

Months × monthly rate; reconciliations and postings per scope. Document closing checklist for consistency.

Catch-up bookkeeping cleanup

Time

Backlog or messy books

Hours × hourly rate; prioritize bank feeds and tie-outs. Provide status updates per week until current.

Payroll processing

Item

Run employee payroll

Employee count × per-pay-period rate; platform and tax payments pass-through. Verify approvals before each run.

Sales tax return filing

Item

File per period

Periods × flat rate; remittances paid to agency by client. Keep filing calendar and confirmations on file.

Financial statement preparation

Item

Need compiled statements

Deliverable sets × fixed rate; compilation per standards. Management representation required before release.

IRS/state notice response

Time

Respond to tax notice

Hours × hourly rate; includes research and drafted reply. Track due dates and retain all correspondence.

QuickBooks setup & training

Time

New system rollout

Hours × hourly rate; chart of accounts build and 1:1 training. Hand over SOPs for future entries.

Rush turnaround surcharge

Item

Deadline inside 48 hours

Qty × rush rate; confirm scope in writing. Use for expedited returns, cleanups, or filings.

Save and reuse your accounting services and fees

Create a free account and save service lists, hourly rates, and filing fees once, so nothing gets retyped.

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Common Accountant Invoicing Mistakes

You want fewer back-and-forths and faster pay. These fixes keep invoices clear and defensible.

Mistake

How to fix it

Missing service period makes clients question what dates they are paying for.

Always state the start and end dates for the work covered. Match them to your time log and the engagement letter.

No unique invoice number complicates tracking and slows payment inside client systems.

Use a consistent numbering scheme with client or project codes if helpful. Keep it unique and sequential.

Use plain service names and short notes about outcomes. Tie hours or units to each line.

Show due date, accepted methods, and any late fee in the header. Use the same terms on every invoice.

Charging the wrong tax on services risks penalties and write-offs.

Research tax rules for your services and location. Only add taxes when required and state the rate. Check local rules.

Compliance IDs left off can block e-filing or raise audit questions.

Include needed IDs like firm or professional license, PTIN, or EFIN when the service requires them. Store them in your template so they are never missed.

Accountants Invoice FAQs

Real-world billing for CPAs, tax preparers, and bookkeepers. Line items, per-form fees, rush work, retainers, and compliance notes for U.S. clients, clear answers.

How should CPAs price personal tax returns with add-on forms?

Use a base fee plus per-form pricing. Example: “Form 1040 preparation: $325; Schedule C: $150; Schedule E (per property): $100; e-file: $25.”

What should I include on an invoice for monthly bookkeeping services?

List the package, transaction band, and software pass-throughs. Example: “Bookkeeping: 201–500 transactions: $600; QuickBooks Online Plus: $90; Bank feed setup: $50.”

How do I bill catch-up bookkeeping for prior months?

Quote per month and note cleanup hours. Example: “Catch-up bookkeeping: 6 months @ $350: $2,100; Cleanup labor: 5 hrs @ $120: $600.”

How do you charge for payroll processing per employee and per run?

Set a base fee plus per-employee and per-run adders. Example: “Payroll processing: base $50 per run; 12 employees @ $4: $48; Quarter-end filings: $95.” Rules vary—check local rules.

What line items cover responding to an IRS or state notice?

Bill diagnostic review, response drafting, and mailing. Example: “Notice review: 1.0 hr @ $175: $175; Written response prep: 2.0 hrs @ $175: $350; Certified mail: $9.”

How should I price advisory retainer work vs hourly overages?

Set a monthly retainer with a scope and a clear overage rate. Example: “CFO advisory retainer: $1,200/mo includes 3 hrs; Overage: $225/hr; Board deck build: 2 hrs: $450.”

What should I list for multi-state sales tax filings?

Break out each state’s registration, returns, and remittance. Example: “Sales tax returns: CA: $85; TX: $85; FL: $85; Registration filing: NY: $150.” Rules vary—check local rules.

How do I handle rush work near April 15 or September 15 deadlines?

Add a rush premium and note the trigger date. Example: “Rush preparation (received after April 5): 25% of prep fee: $175; After-hours appointment: $95.” Use the Accountants Invoice Template to keep terms consistent.