Free Tax Preparer Invoice Template & Generator

Your invoice needs the client's full legal name and SSN or EIN because they'll want proof of the expense if they get audited. Include what you actually did: individual return, business return, amended return, state filings. Break out each form by number if you charged separately for schedules. Your clients will ask their bookkeeper or their own accountant about these charges later, so make it obvious what they paid for.

Most tax preparers charge a flat fee per return type and collect payment when you finish the work, before you file. Don't hand over the completed return until you're paid. Some preparers take a deposit for complex returns that require multiple meetings. Net 30 terms don't make sense in this business because clients will disappear after filing season.

Send the invoice the moment you complete the return, while the client still needs you to file it. The biggest mistake is doing the work in March and not invoicing until April when the client already filed an extension and stopped caring. They'll pay you in October maybe. Invoice immediately and make filing contingent on payment.