Tax Preparation Invoice Template
A tax preparation invoice template listing each return and schedule prepared, state returns, e-filing and amended returns. Example amounts are illustrative — replace them with your own.
Also used as a tax preparer invoice, tax return invoice, tax services invoice.
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Invoice
| Invoice # | INV-001 |
| Issued | Oct 8, 2026 |
| Due | Oct 22, 2026 |
Billed to
| Description | Qty | Rate | Amount |
|---|
| Subtotal | $0.00 |
| Tax (0%) | $0.00 |
| Total due | $0.00 |
Notes
Payment due within 14 days. Thank you for your business!
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When to use this template
Use it for individual and small business tax returns during filing season.
Fields to include
- Your business name, address and contact details
- Invoice number, issue date and due date
- Tax year and taxpayer name
- Forms and schedules prepared
- Preparer ID where required
Sample tax preparation invoice: what the lines look like
- Federal return, Form 1040 with Schedule C1 × $480.00 = $480.00
- State return1 × $95.00 = $95.00
- Rental property schedule1 × $120.00 = $120.00
- E-file1 × $0.00 = $0.00
- Example total before tax$695.00
Practical tips
- Price by form so the fee explains itself.
- Collect before you file.
- Note what the client supplied late if you charge a rush fee.
Frequently asked questions
How are tax preparation fees set?
Usually per form or schedule, so a more complex return costs more. Some preparers charge hourly for disorganised records.
Can the fee come out of the refund?
Some bank products allow that for a charge. It is simpler and cheaper for the client to pay you directly.
Is this tax preparation invoice template free?
Yes. Fill it in on this page, check the preview and download a print-ready PDF. You don't need an account.
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