Professional Accounting Invoice Template
Create clear invoices for accounting services including tax returns, bookkeeping, payroll, and company accounts.
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Archer & Co Accountants
| Description | Qty | Unit Price | Total |
|---|---|---|---|
Annual accounts preparation - sole trader Year ending 5 April 2025 | 1.00 | £450.00 | £450.00 |
Self Assessment tax return filing 2024/25 tax year | 1.00 | £250.00 | £250.00 |
Quarterly bookkeeping Q1-Q4 bank reconciliation and categorisation | 4.00 | £150.00 | £600.00 |
HMRC correspondence and tax advice 2 hours advisory @ £95/hr | 2.00 | £95.00 | £190.00 |
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Create Your Invoice NowLegal & HMRC Requirements
Legal Requirements
- Reference the engagement letter covering scope of services
- Specify the tax year or accounting period covered
- Include your professional body membership (ACCA, ICAEW, etc.)
HMRC Requirements
- Accounting fees are a deductible business expense for your clients
- Maintain professional indemnity insurance records
- Keep client records for the required retention period
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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