Accountant Invoice Example

A worked accountant invoice with realistic line items Australian accounting businesses charge every day. Use it as a reference or create your own compliant PDF instantly.

Tax Invoice

Your Accounting Practice

ABN 11 222 333 444

INV-2026-0042

Issued 15 May 2026

Due 22 May 2026

Bill to: Sample Client Pty Ltd · Payment due within 30 days

Description	Qty	Rate	Amount
Annual tax return preparation	1	$850.00	$850.00
Business advisory (per hour)	4	$280.00	$1120.00
ASIC filing fees (disbursement)	1	$95.00	$95.00

Subtotal: $2065.00

GST (10%): $206.50

Total: $2271.50

Bank transfer. Tax returns may be paid at lodgement or via instalments.

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Make your own accountant invoice

Use the example above as a reference, then enter your actual business, customer and job details here. Start without an account; downloads follow the free-tool limits. Saving, tracked sending and reminders require an account.

Create your invoice online

Your business Business name Tax ID / VAT Email Phone Address line 1 Address line 2

City / Suburb State / Region Postal code

Country

Bill to (client) Business name Tax ID / VAT Email Phone Address line 1 Address line 2

City / Suburb State / Region Postal code

Country

Invoice details Invoice number PO number Issue date Due date Currency

Line items

Description	Qty	Unit price	Tax %

Totals Subtotal Discount Tax total Total amount due

Payment details Bank name Account name Routing / Sort code Account number Payment reference

Notes Notes to client

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Tips

1. Include your TPB tax agent registration number — required by law
2. ASIC fees and most government disbursements are GST-free — itemise separately
3. Reference the engagement letter on every invoice
4. For tax returns, fixed-fee pricing is standard ($300-$2,000+ depending on complexity)
5. For advisory work, hourly billing with monthly invoicing is common

FAQs

Are ASIC fees GST-free?

Yes — most government disbursements (ASIC, court filing fees) are GST-free. Itemise them separately so the GST calculation is correct on professional fees only.

Do accountants need TPB registration on invoices?

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

Fixed-fee or hourly for tax returns?

Fixed-fee is standard for individual and small business returns. Hourly for complex matters or audit work.

What payment terms do accountants use?

Net 30 standard. For tax returns, many practices require payment before lodgement.

A practical guide to bookkeeping and accounting services billing

Use the template as a starting layout, then replace its example information with the actual agreed work. The details below help you decide what to enter and what to check before sending.

Agree what this invoice covers

Identify the service period and agreed scope, such as routine record processing, reconciliation or a separately quoted project. Separate ongoing fees from approved catch-up work and third-party costs. Make clear which entity the work belongs to.

Give the payer enough context

Include the client entity, engagement reference, service period and billed task. Check the legal billing name and delivery contact against the accepted work. Keep the engagement scope, completed-work summary and approval for extra services available to resolve questions. An invoice records the charge; it does not replace the underlying approval or supporting documents.

Worked bookkeeping and accounting services invoice example

The monthly fee and additional catch-up hours are separate. Use the actual scope to avoid charging reconciliation hours again when they are already covered by the monthly fee.

Illustrative amounts in your chosen currency, before tax and payments. These are not recommended rates.
Description	Quantity	Rate	Amount
Monthly bookkeeping — agreed scope	1	300.00	300.00
Approved catch-up work	2	65.00	130.00
Example subtotal			430.00

Avoid this billing mistake

Using the group trading name when the engagement belongs to a different legal entity can slow approval. Check the billing entity, period and purchase-order reference.

Follow up on the right record

Send a concise work summary with the invoice reference, without exposing unnecessary financial detail. InvoiceSonic prepares invoices; it does not replace accounting software, reconciliation controls or professional working papers.

Before you send

Match the line items and quantities to the accepted scope and approved changes.
Check the invoice number, issue date, explicit due date and the client entity, engagement reference, service period and billed task.
Apply only the tax treatment relevant to your business and location; check current local requirements if unsure.
Keep earlier billing separate from actual payments. Verify the outstanding amount and payment instructions.

The free browser tool prepares the document. Saving customers, sending tracked invoices and managing reminders require an account and are subject to plan limits. Payment status needs accurate payment records; an invoice view alone does not confirm payment.

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