Free Tax Preparer Invoice Template

Start with clear client and preparer details: full name, address, phone, email, and your PTIN or firm EIN if applicable. Add an invoice number and date, client engagement or tax year, and a clear due date. Itemize services — e.g., Individual Return (Form 1040), Business Return (Schedule C), State Return, Amended Return, Consultation, Audit Representation — with quantity, rate, and line totals. Show subtotal, any applicable taxes or fees (e‑file fee, software fee), discounts, and the final total. State payment terms (due in 14/30 days), accepted payment methods, and late‑fee policy. Finish with a brief note about when returns will be filed (after payment/retainer received) and a thank-you line.

Include your PTIN and business EIN where required and keep copies of client engagement letters attached or referenced on the invoice. Use itemized descriptions rather than vague labels — clients pay faster when they see what they’re billed for. Consider requiring a retainer for new clients or complex returns and note how it’s applied. Offer electronic payment options (bank transfer, card, PayPal) and specify who pays transaction fees. Add clear instructions for sending supporting documents and a reminder that preparing returns does not include paying tax liabilities to the IRS/state. For recurring clients, set up a template with standard line items and saved payment terms to speed invoicing.