Accounting & Bookkeeping in Canada

Accounting & Bookkeeping Invoice Template for Canada

Create professional invoices tailored for accounting & bookkeeping businesses in Canada. Our free invoice generator combines accounting & bookkeeping-specific formatting with Canada's GST/HST compliance and CAD support.

Example Accounting & Bookkeeping invoice for Canada

An example of what your invoice could look like (sample figures).

Canada Accounting & Bookkeeping

BN 937-992-249

TAX INVOICE

#INV-6937

Bill to

Sample Client — Canada

CAD
DescriptionQtyUnitAmount
Monthly bookkeeping 1 $4,500.00 $4,500.00
BAS / GST lodgement 1 $4,500.00 $4,500.00
Payroll processing 3 $5,625.00 $16,875.00
Subtotal$25,875.00
GST/HST 5%$1,293.75
Total due$27,168.75

Accounting & Bookkeeping Services in Canada

Typical accounting & bookkeeping services billed in Canada:

  • Monthly bookkeeping (Canada)
  • BAS / GST lodgement (Canada)
  • Payroll processing (Canada)
  • Year-end accounts (Canada)
  • Tax planning advisory (Canada)

Invoice Requirements in Canada

Canada requires these fields on a valid invoice:

  • GST registration required if annual revenue exceeds $30,000
  • Include your Business Number (BN) and GST/HST account number
  • HST rates vary by province (13% in Ontario, 15% in Atlantic provinces)
  • Standard payment terms are Net 30 in Canada

Tax & Currency for Canada

GST/HST: 5% GST (varies with HST)

Currency: CAD ($)

Business registration: BN

Invoicing Tips for Accounting & Bookkeeping in Canada

  • Always state the service period (e.g. "BAS Q2 FY2026") on the invoice
  • Fixed-fee packages should list what is excluded (extra bank feeds, catch-up work)
  • Accounting & Bookkeeping businesses in Canada must include BN on every invoice
  • Charge GST/HST at 5% GST (varies with HST) on accounting & bookkeeping services if registered in Canada
  • Standard payment terms: 50% upfront, 50% on completion — invoice in CAD ($)

Common Mistakes to Avoid

  • Not specifying the transaction volume included in a fixed package
  • Billing BAS before lodgement confirmation is sent to the client
  • Not including BN on accounting & bookkeeping invoices for Canada clients
  • Using incorrect currency (must be CAD) on cross-border accounting & bookkeeping jobs

Accounting & Bookkeeping Invoicing FAQ — Canada

What should a accounting & bookkeeping invoice include in Canada?

A accounting & bookkeeping invoice in Canada must include: your BN, business details, client information, unique invoice number, date, itemized accounting & bookkeeping services, GST/HST at 5% GST (varies with HST) (if registered), amounts in CAD, and payment terms.

What GST/HST rate applies to accounting & bookkeeping services in Canada?

In Canada, accounting & bookkeeping services are typically subject to GST/HST at 5% GST (varies with HST). Registration thresholds vary. Once registered, you must charge GST/HST and show it separately on all invoices.

What payment terms are standard for accounting & bookkeeping in Canada?

Standard payment terms for accounting & bookkeeping businesses in Canada are 50% upfront, 50% on completion. The average invoice value in this industry is approximately $4500. Always clearly state your payment terms on every invoice.