Invoice Template for Accountants
As an accountant, your invoice should reflect the professionalism you bring to your clients' finances. Whether you handle annual accounts, tax returns or monthly bookkeeping, our free template helps you create clear, detailed invoices that match industry standards.
Create Your Invoice NowWhat to Include in Your Accountant Invoice
- Your firm name, address and professional body membership (ICAEW, ACCA, AAT)
- Client name, business name and address
- Invoice number and date
- Description of services (annual accounts, tax return, payroll, VAT returns, etc.)
- Period covered (e.g. tax year 2024/25, Q1 VAT return)
- Fees broken down by service
- Disbursements (Companies House filing fees, software costs passed on)
- VAT amount if applicable
- Payment terms and bank details
Accountant Invoicing Tips
- 1Include your professional body membership number — it reassures clients and is often required by your institute.
- 2Break fees down by service rather than billing a lump sum — clients appreciate transparency.
- 3Invoice promptly after completing work; don't let fees build up for months as it creates cash flow problems for both sides.
- 4For recurring work (monthly bookkeeping, payroll), consider fixed-fee invoices issued on the same date each month.
- 5State clearly whether your fees are fixed or time-based — and if time-based, show hours and your hourly rate.
Frequently Asked Questions
How much do accountants charge for a tax return in the UK?
For a straightforward Self Assessment tax return, UK accountants typically charge £150–£300+. More complex returns involving rental income, capital gains or foreign income cost £300–£500+. Prices vary by region and firm size.
Should accountants charge VAT on their services?
If your firm's taxable turnover exceeds £90,000, you must register for VAT. Most established accountancy practices are VAT-registered. You'll need to add 20% VAT to all fees and submit quarterly VAT returns.
What payment terms should accountants use?
Most accountancy firms use 14 or 30-day payment terms. For new clients, consider requesting payment upfront or a 50% deposit. For ongoing work like monthly bookkeeping, invoice at the start of each month with 14-day terms.
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