Handles fixed-fee compliance work and hourly advisory on one invoice, with engagement and period references. Print it, fill it in by hand, or save it as a PDF — no sign-up required.
A blank, print-ready form with the accounting job fields already laid out. Use your browser's print dialog and choose "Save as PDF" to keep a digital copy.
| Description | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Subtotal | |
| Discount | |
| Tax | |
| Deposit received | |
| Balance due |
Filling this in for the same customers every month? Create a free account and your client details, business info, and accounting job fields save automatically for next time.
Every invoice needs the same commercial basics. What separates a accounting invoice is the job detail that proves what was done — the part generic templates leave out.
In ServiceInvoicing these become a reusable schema, so they appear on every new invoice automatically.
Accountants and bookkeepers bill flat monthly fees for ongoing bookkeeping and payroll, per-return fees for tax preparation that scale with complexity, hourly rates for advisory and cleanup work, and project fees for reviews or financial statements. Extensions, amended returns, extra schedules, and additional state returns are commonly separate line items.
Monthly services are usually billed in advance or on autopay. Tax preparation is often paid before returns are filed or released. An engagement letter sets the scope and fees for each service.
Extra schedules, catch-up bookkeeping, or responding to tax notices should be billed as out-of-scope work referencing the engagement letter.
If a return proves more complex than quoted, name the additional forms or schedules on the invoice.
If you charge rush fees for documents delivered near a deadline, state it in advance and label it clearly.
Here is the same template filled in for a typical accounting job, so you can see how the line items and job fields work together.
A printed template is fine for a one-off. For repeat customers, a free account saves your business details, client addresses, and accounting job fields once — and tracks who has paid.
Paid plans from $9 a month add employee access and client reports; Professional adds contracts and a client portal.
Beyond the standard details — your business information, the client's details, a unique invoice number, dates, itemized lines, and the balance due — a accounting invoice should carry the job detail your customers and any inspector or adjuster expect: tax year, filing status, return type, state filed, extension filed. Recording those on the invoice itself keeps the paperwork with the job.
Yes. Listing the return type, tax year, state returns, and any extension shows the client exactly what was prepared and supports the fee. It also gives you a reference if the client receives a notice later.
A flat monthly fee for a defined scope, billed in advance, is most common. Note the period covered and put extras — payroll runs, catch-up months, year-end adjustments — on their own lines so the client sees what changed.
Accounting and tax preparation aren't subject to sales tax in most US states, though a few tax certain professional services. Check your state if you also resell software or other products.
Yes. Print the blank template or save it as a PDF from your browser with no sign-up. If you would rather stop filling forms in by hand, ServiceInvoicing's free plan covers 2 active clients and unlimited invoices with no credit card required.
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