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.
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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.
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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.