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Professional Accounting Invoice Template

Create clear invoices for accounting services including tax returns, bookkeeping, payroll, and company accounts.

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Worked Invoice Preview

See a realistic worked example. Applying it in Experi keeps the structure and leaves prices blank until you enter your own.

WORKED EXAMPLE · Fictional details and illustrative prices · Not a payment request

Archer & Co Accountants
Suite 4, Victoria Chambers
28 Queen Street
Edinburgh, EH2 1JX
United Kingdom
accountant@example.com
Invoice
Invoice No:INV-00001
Issue Date:03 Sept 2026
Due Date:17 Sept 2026
Bill To
Martin Fletcher
Fletcher Plumbing Services
19 Industrial Estate Road
Edinburgh, EH11 3PQ
United Kingdom
customer@example.com
Illustrative line items and prices, not recommended rates
DescriptionQtyUnit PriceTotal
Annual accounts preparation - sole trader
Year ending 5 April 2025
1.00Flat Rate£450.00£450.00
Self Assessment tax return filing
2024/25 tax year
1.00Flat Rate£250.00£250.00
Quarterly bookkeeping
Q1-Q4 bank reconciliation and categorisation
4.00quarters£150.00£600.00
HMRC correspondence and tax advice
2 hours advisory @ £95/hr
2.00Hours£95.00£190.00
Subtotal:£1,490.00
Total:£1,490.00
Notes
Thank you for choosing Archer & Co. Please retain this invoice for your records. All fees are in accordance with our engagement letter.
Payment Details
Payment due within 14 days of invoice date. Bank transfer preferred.
Company No: SC456789

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What to check for this job

A practice bills a bookkeeping period alongside a separately agreed accounts-preparation task. Identify the period and service without exposing tax identifiers or implying a return has been filed just because it has been invoiced.

See the accountants and bookkeepers workflow in Experi →
  • Client entity and engagement reference
  • Period or year covered
  • Preparation, bookkeeping and advice separated
  • Out-of-scope work approved before charging

Watch out: Do not include UTRs, National Insurance numbers or detailed tax affairs in customer-facing invoice notes. Billing for preparation is not confirmation of submission.

How to use this invoice template

Choose Use this template, then explicitly apply it above the line items in Experi. A new invoice still starts blank. Downloading the PDF gives you the worked example, not an editable form or an issued invoice.

  1. Enter your business details

    Add your business name, address, contact information, and VAT number if applicable.

  2. Add client information

    Enter your client's name, company (if applicable), address, and contact details.

  3. Add line items

    List all services provided, including annual accounts preparation - sole trader, self assessment tax return filing, quarterly bookkeeping, hmrc correspondence and tax advice. Include quantity, unit price, and any notes.

  4. Set payment terms

    Specify payment due date and payment methods. Include bank details or other payment instructions.

  5. Review, print or send

    Preview your invoice, print a customer copy, download the PDF, or send it directly by email.

Invoice details and record-keeping notes

Recommended job details

  • Reference the engagement letter covering scope of services
  • Specify the tax year or accounting period covered
  • Include your professional body membership (ACCA, ICAEW, etc.)

Record and VAT notes

  • Accounting fees are a deductible business expense for your clients
  • Maintain professional indemnity insurance records
  • Keep client records for the required retention period

Check the current official guidance on what invoices must include and VAT invoicing records.

Frequently Asked Questions

What should an accountant include on their invoice?

Detail each service provided: accounts preparation, tax return filing, bookkeeping hours, and advisory time. Reference the tax year or accounting period, and mention your professional qualifications or membership body.

Can I charge fixed fees or should I bill hourly?

Both approaches are common. Fixed fees work well for routine services like annual accounts and tax returns. Hourly billing suits ad-hoc advisory work. Many accountants use a combination, clearly stating which is which on the invoice.

How should I invoice for recurring bookkeeping services?

Invoice monthly or quarterly with a standing charge. Specify the period covered and what is included (bank reconciliation, VAT returns, payroll runs). This makes it easy for clients to budget and for you to maintain consistent cash flow.

Are accounting fees tax deductible for my clients?

Yes, accountancy fees for preparing business accounts, tax returns, and tax advice are generally allowable deductions. Fees for personal tax returns on non-business income may not be fully deductible. Advise clients to retain your invoices.

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Related Resources

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What Should an Invoice Include UK?

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