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Tax Advisor Invoice Template

A free tax preparation invoice that lists each form or schedule you prepared at a fee you set, adds consultation hours at your hourly rate and refers to your engagement letter, in PDF, Word and Excel

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Quick answer:A tax preparation invoice bills a client for preparing their tax returns. The template on this page lists each form, schedule or return prepared on its own line at a fee you set, then consultation hours at an hourly rate, with the tax year, the returns covered and a reference to your engagement letter. The fees in the sample are placeholders for your own fee schedule, not suggested fees, and the invoice is not tax advice. It comes as a blank PDF form plus Word and Excel files with the sample filled in.

TAX PREPARATION INVOICE

Tax preparer

Business name:
Example Tax Services
Address:
3 Example Ledger Street, Sampletown
Phone / email:
[Phone or email]

Invoice details

Invoice no.:
TX-0233
Invoice date:
Mar 12, 2027
Payment terms:
Net 15
Due date:
Mar 27, 2027
Engagement letter:
[Engagement letter ref. and date]

Bill to (client)

Client:
Jordan Example
Address:
58 Sample Cedar Court, Sampletown
Email:
[Email]

Engagement

Tax year:
2026
Returns:
Federal and state individual returns

Return preparation

  • Details: Individual return, federalAmount: 250.00
    Form or service:
    Form 1040
    Qty:
    1
    Unit:
    form
    Fee:
    250.00
  • Details: Sole proprietor businessAmount: 150.00
    Form or service:
    Schedule C
    Qty:
    1
    Unit:
    schedule
    Fee:
    150.00
  • Details: Self-employment taxAmount: 50.00
    Form or service:
    Schedule SE
    Qty:
    1
    Unit:
    schedule
    Fee:
    50.00
  • Details: [State]Amount: 120.00
    Form or service:
    State individual return
    Qty:
    1
    Unit:
    return
    Fee:
    120.00
Preparation subtotal570.00

Consultation

  • Form or service: Records review meetingAmount: 135.00
    Details:
    Mar 4, 2027
    Qty:
    1.5
    Unit:
    hour
    Fee:
    90.00
Consultation subtotal135.00
Subtotal
705.00
Sales tax, if applicable (0%)
0.00
Amount due
705.00

How to pay

Accepted methods:
Card, bank transfer or check
Account name:
[Account name]
Bank details:
[Bank name, account and routing numbers]
Payment reference:
Invoice TX-0233

Fee notes

  • The fees shown are placeholders: replace them with your own fee schedule.
  • This invoice covers preparing the returns and the meeting listed; it is not tax advice.

Please quote the invoice number with your payment.

Tax preparation invoice: sample preview. Download it below.

Key Features

Everything you need in a professional invoice template.

Invoice details with an engagement letter reference
Engagement block for the tax year and the returns covered
Return preparation table: one line per form, schedule or return, at your own fee
Consultation table for meetings at an hourly rate
"Sales tax, if applicable" rate cell starting at 0%
Fee notes that say the sample fees are placeholders and the invoice isn't tax advice
Blank PDF, plus Word and Excel files with a sample; the Excel file calculates the totals

Download the invoice template

The PDF is a blank invoice to print and fill in by hand. The Word and Excel files contain the sample details shown in the preview, ready for you to replace with your own. In the Excel file, each line amount is a formula: "Qty" × "Fee". The section subtotals, subtotal, tax and amount due are formulas too. The tax rate sits in its own cell, so you can change it.

TAX PREPARATION INVOICE

Tax preparer

Business name:
Example Tax Services
Address:
3 Example Ledger Street, Sampletown
Phone / email:
[Phone or email]

Invoice details

Invoice no.:
TX-0233
Invoice date:
Mar 12, 2027
Payment terms:
Net 15
Due date:
Mar 27, 2027
Engagement letter:
[Engagement letter ref. and date]

Bill to (client)

Client:
Jordan Example
Address:
58 Sample Cedar Court, Sampletown
Email:
[Email]

Engagement

Tax year:
2026
Returns:
Federal and state individual returns

Return preparation

  • Details: Individual return, federalAmount: 250.00
    Form or service:
    Form 1040
    Qty:
    1
    Unit:
    form
    Fee:
    250.00
  • Details: Sole proprietor businessAmount: 150.00
    Form or service:
    Schedule C
    Qty:
    1
    Unit:
    schedule
    Fee:
    150.00
  • Details: Self-employment taxAmount: 50.00
    Form or service:
    Schedule SE
    Qty:
    1
    Unit:
    schedule
    Fee:
    50.00
  • Details: [State]Amount: 120.00
    Form or service:
    State individual return
    Qty:
    1
    Unit:
    return
    Fee:
    120.00
Preparation subtotal570.00

Consultation

  • Form or service: Records review meetingAmount: 135.00
    Details:
    Mar 4, 2027
    Qty:
    1.5
    Unit:
    hour
    Fee:
    90.00
Consultation subtotal135.00
Subtotal
705.00
Sales tax, if applicable (0%)
0.00
Amount due
705.00

How to pay

Accepted methods:
Card, bank transfer or check
Account name:
[Account name]
Bank details:
[Bank name, account and routing numbers]
Payment reference:
Invoice TX-0233

Fee notes

  • The fees shown are placeholders: replace them with your own fee schedule.
  • This invoice covers preparing the returns and the meeting listed; it is not tax advice.

Please quote the invoice number with your payment.

Tax preparation invoice

An invoice for tax return preparation: each form or schedule prepared at a fee you set (the fees shown are placeholders), consultation hours at an hourly rate, a tax rate cell and the amount due.

A request for payment — shows the amount due

Download

What this tax preparation invoice is for

This template bills an individual client for preparing their tax returns: each form, schedule or return you prepared on its own line, any consultation time, and the amount due. It's for the bill only. It doesn't explain any tax rules, and its sample fees are placeholders for your own fee schedule.

What's on the tax preparation invoice

  • Tax preparer: business name, address, and phone or email
  • Invoice details: invoice number, invoice date, payment terms, due date and "Engagement letter"
  • Bill to (client): client, address and email
  • Engagement: "Tax year" and "Returns"
  • Return preparation: a table with "Form or service", "Details", "Qty", "Unit", "Fee" and "Amount", and a "Preparation subtotal"
  • Consultation: the same columns, with a "Consultation subtotal"
  • Totals: "Subtotal", "Sales tax, if applicable" with its rate, and "Amount due"
  • How to pay and Fee notes

The sample is invoice TX-0233 to an individual client for the 2026 tax year, dated Mar 12, 2027, on Net 15 terms, due Mar 27, 2027:

  • Form 1040, individual return, federal: 250.00;
  • Schedule C, sole proprietor business: 150.00;
  • Schedule SE, self-employment tax: 50.00;
  • a state individual return: 120.00;
  • a records review meeting on Mar 4, 2027: 1.5 hours at 90.00, 135.00.

That's a subtotal of 705.00, with sales tax at 0%, and an amount due of 705.00. As the sample's first fee note says: "The fees shown are placeholders: replace them with your own fee schedule."

Setting your fees

The template prices each form, schedule or return separately, so the client can see what each part of the work cost, and bills meetings by the hour. Enter your own fee for each line; the sample's figures are placeholders, not suggestions.

Base the fees on the work, not on the result. In its guidance to taxpayers, the IRS says: "Avoid tax return preparers who base their fees on a percentage of the refund or who offer to deposit all or part of your refund into their financial accounts" (IRS Topic no. 254, How to choose a tax return preparer). A per-form and hourly invoice like this one shows the client how each fee was set.

Engagement letter and scope

Put a reference to your engagement letter in "Engagement letter", and the tax year and returns covered under "Engagement", so the invoice matches what the client agreed to. The sample's second fee note says what the invoice covers: "This invoice covers preparing the returns and the meeting listed; it is not tax advice." If you agree on a different scope, say so in the notes.

Your PTIN

If you prepare US federal returns for pay, the IRS says: "Paid tax return preparers must have a PTIN to prepare all or substantially all of a tax return." It also says a paid preparer "by law, is required to sign the return and include their preparer tax identification number (PTIN) on it" (IRS Topic no. 254; see also Choosing a tax professional). The PTIN goes on the return. This invoice template has no PTIN line; add one to your details if you want it on your invoices.

Sales tax

"Sales tax, if applicable" starts at 0%. In the Excel file it applies to the whole subtotal, preparation and consultation. Whether tax preparation services are taxable depends on where you work, so check with the tax agency there and set the rate.

How to fill in the template

  1. Add your business details, then the invoice number, invoice date, payment terms, due date and your engagement letter reference.
  2. Enter the client, then the tax year and the returns covered.
  3. Add a line for each form, schedule or return you prepared, with your fee, then any consultation time.
  4. Set the sales tax rate, or leave it at 0%.
  5. Replace the sample fee notes with your own, fill in "How to pay", and send the invoice.

The PDF is a one-page blank A4 form for filling in by hand. The Word and Excel files have the same layout with the sample filled in, for you to overwrite.

In the Excel file:

  • each line amount is "Qty" × "Fee";
  • the preparation and consultation subtotals, the subtotal, the sales tax and the amount due are formulas;
  • to leave out "Sales tax, if applicable", set its rate to 0%, and don't delete these rows, because the totals refer to them;
  • the preparation and consultation tables each have one blank row. For more lines, insert a row inside the table and copy the amount formula into it, then check that the subtotal includes it.

In Word or on the PDF, work out the amounts yourself.

Invoice templates by format: Word, Excel, PDF, Google Docs and Google Sheets, or browse all invoice templates.

Tax preparation invoice or another template?

  • Tax preparation invoice (this page): returns prepared at a fee per form, schedule or return, plus consultation hours.
  • Accounting invoice: a month of bookkeeping, with a monthly fee, catch-up hours and a year-end close package.
  • Financial advisor invoice: an asset-based advisory fee for a billing period and planning sessions by the hour.
  • Consulting invoice: a consulting engagement with milestones, advisory hours and expenses at cost.
  • Hourly invoice: dated time entries at an hourly rate.
  • Small business invoice: products and services in their own tables, with a discount and a tax rate cell.

Tax preparation invoices in Billed

In Billed, you can save your services, such as each form you prepare at your fee, and pull them quickly into invoices, and the time you track can be pulled into invoices for consultation hours. Clients can pay online by credit card, debit card or PayPal.

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What's included in this invoice template

Charge Billed as Sample
Each form or return Your fee 570.00 total
Consultation Hours × rate 135.00
Amount due Total 705.00

When this isn't for you

For monthly bookkeeping, use the bookkeeping invoice on the accounting page. For financial planning fees, use the financial advisor invoice. For general advice billed by the hour, the hourly invoice fits better.

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Frequently Asked Questions

Common questions about this invoice template.

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