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Free Bookkeeper Invoice Template

A free, professional bookkeeper invoice template for Australian bookkeepers and BAS agents. Download as Word, Excel, or PDF — for hourly bookkeeping, BAS lodgement, monthly retainers, and end-of-year work.

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Who uses this template

  • Independent bookkeepers
  • Registered BAS agents
  • Cloud bookkeeping specialists
  • Bookkeeping firms and agencies
  • Virtual CFO services

What to include on your invoice

  • Business name, ABN, and Tax Practitioners Board (TPB) registration number
  • Client name and engagement reference
  • Service breakdown (data entry, recon, BAS, etc.)
  • Hours and rate (or fixed monthly fee)
  • Software subscription reimbursements
  • GST line and total
  • Payment terms

Invoicing tips for bookkeepers

  • 1.Include your TPB registration number if you are a registered BAS agent
  • 2.Most bookkeepers bill monthly retainers for predictable cash flow
  • 3.Itemise BAS lodgement separately — often a fixed fee per quarter
  • 4.Pass through Xero/MYOB subscription costs at cost
  • 5.For client onboarding, charge a one-off setup fee

Frequently asked questions

Do BAS agents need TPB registration on invoices?

Yes — registered BAS agents must display their TPB registration number on any invoice for BAS services.

Should I charge GST as a bookkeeper?

If your annual turnover exceeds $75,000 — yes. Most established bookkeepers are GST-registered.

Hourly or fixed-fee?

Most bookkeepers move to fixed monthly fees once a client is well-established. Hourly suits new clients or cleanup work.

What payment terms work?

Net 14 standard, Net 7 for small clients. Recurring monthly fees should be billed in advance.

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