Free accountant invoice template · No signup needed
Professional invoices for
accountants & bookkeepers
Create precise, compliant invoices for tax returns, bookkeeping, payroll, VAT returns and financial advisory work. Fixed fees, hourly rates, or monthly retainers — all handled.
Create accountant invoice — free
No account needed · Download PDF instantly
Common accountant invoice line items
Accountants and bookkeepers bill for a wide range of services — from annual returns to ongoing advisory. Here's what freelance accountants typically invoice for:
| Line item | Notes |
|---|
| Self-assessment tax return | Fixed fee per return — specify the tax year (e.g. 2024/25) |
| Corporation tax return (CT600) | Annual company tax return — flat fee or hourly, state the period |
| Annual accounts preparation | Statutory or management accounts for sole traders, partnerships, or limited companies |
| Bookkeeping — monthly | Monthly retainer for transaction categorisation, bank reconciliation and reports |
| VAT return preparation | Per-quarter fee for MTD-compliant VAT returns |
| Payroll services | Per employee per month or flat monthly fee — includes RTI submissions |
| Company formation | Companies House registration, articles and initial compliance setup |
| Advisory & consultation | Hourly rate for tax planning, R&D credits, business structure advice |
| Management accounts | Monthly or quarterly P&L, balance sheet and cash flow report |
| HMRC correspondence | Hourly rate for responding to enquiries, penalty appeals, or compliance checks |
| Disbursements | Companies House fees, third-party filing charges — pass-through at cost |
Why accountants use PennaPay
Corporate, precise templates
The Corporate and Clean templates are structured and professional — exactly what clients expect from their accountant. A polished invoice is also a credibility signal.
Recurring retainer billing
Set up automatic monthly invoices for bookkeeping or retainer clients. Invoices are generated and sent automatically — you focus on the work, not the admin. Pro feature.
Online payments
Clients pay directly from their invoice portal by card via Stripe. Ideal for smaller clients who don't use bank transfer — reduces your debtor days significantly.
Deliver documents securely
Attach signed accounts, tax computations, or reports directly to an invoice and deliver via a secure link — a professional alternative to email attachments. Pro feature.
Client directory
Keep all client details, invoice history and files in one place. Instantly see what each client owes, their total fees and their last invoice date.
VAT support
Set a default VAT rate and label in your profile. PennaPay automatically calculates VAT on every invoice — correctly shown as a separate line item.
Frequently asked questions
Is this accountant invoice template free?
Yes, completely free. No account needed. Create your invoice, pick a template and download as a PDF instantly.
What should I include on an accountant's invoice?
Your invoice should include: your business name, address and professional registration or licence number; the client's name and address; a clear description of each service and the period it covers; your fee (with VAT shown separately if applicable); payment terms; and your bank details or a payment link. PennaPay handles all of this automatically.
Should I charge VAT on accountancy services?
If you're VAT registered (above the threshold in your country), yes — accountancy and bookkeeping services are VAT-able in most jurisdictions. Add your VAT number to your PennaPay profile and set your default VAT rate. The system will calculate and show VAT as a separate line item on every invoice. If you're below the threshold, simply set your VAT rate to 0%.
How should I bill for ongoing bookkeeping clients?
A monthly retainer is the cleanest model — set a fixed monthly fee covering all agreed services (categorisation, reconciliation, VAT returns, payroll). In PennaPay Pro, you can set up a recurring invoice that auto-generates and sends on the first of each month. For clients with variable activity, bill hourly with a minimum monthly commitment.
What's the best invoice template for an accountant?
The Corporate and Clean templates are the natural choice — structured, well-spaced and professional. As an accountant, your own invoice is a demonstration of your attention to detail and financial standards. A clean, well-formatted invoice builds trust with clients before you've even filed their first return.
