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Tax Preparation Invoice Template

Priced by form and schedule, with e-filing, extensions and your PTIN. Free PDF, no account.

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Tax work is priced by what the return actually contains, and clients almost never know that when they call. An invoice built form by form — the 1040, each schedule, each state — is what turns "why was mine more than my neighbour's" into an answer they can read, and it is the same breakdown you will want in front of you when they come back next January.

INVOICE Issued
Invoice number:INV-0001
Date of issue:September 19, 2026
Date due:October 3, 2026
Currency:USD
Issued by
Whitlock Tax & Advisory
215 Ledger Street
Suite 4
43215 Columbus, OH
United States
office@whitlocktax.example
Bill to
Desmond and Aurelia Kekoa
88 Sycamore Bend
43017 Dublin, OH
United States
kekoa.family@example.com
Amount due
$1,050.00
Due in 14 days · Oct 3, 2026
Return
Covers the prior tax year. Prepared by Whitlock Tax & Advisory, PTIN P01847722. Estimated payment vouchers for the coming year are included with your copy; the first is due 15 April.
Description Qty Rate Tax Amount
Form 1040 with Schedule A
Married filing jointly, itemised deductions
1$285.00—$285.00
Schedule C — sole proprietorship
Consulting business, including depreciation schedule
1$325.00—$325.00
Schedule E — rental properties
Two properties, per property
2$145.00—$290.00
State returns and e-filing
Ohio and Kentucky, federal and state e-file included
2$75.00—$150.00
Subtotal$1,050.00
Total$1,050.00
Amount due $1,050.00
Terms
Payable before the return is transmitted. No refund transfer product was used and no fee was deducted from your refund.
Invoice #INV-0001 · Whitlock Tax & Advisory Page 1 of 1

Edit this template Free, no account, no watermark — download the PDF when you are done.

What to put on a tax preparation invoice

  • The tax year the return covers, since invoices arrive in a different one
  • Each form and schedule priced separately — that is how the fee was built
  • State returns counted, since a second state is a second return
  • E-filing fees, and any bank product or refund transfer fee, stated plainly
  • Extensions, amendments and prior-year work as their own lines
  • Your PTIN, and your EFIN where the client's records need it

Questions

Should I price by form or by the hour?

By form is what most clients expect and what makes an invoice defensible: they can see that a Schedule C and two rental properties are why theirs cost what it did. Hourly is harder to sell on a return the client believes is simple, and it invites the argument about how long it should have taken.

Does my PTIN belong on the invoice?

It costs a line and it is the number a client needs if they ever have to identify who prepared a return. Paid preparers must have one and must include it on the return itself; putting it on the invoice too means the client's own file is complete.

How should refund transfer fees appear?

On their own line, named. A fee taken out of a refund is still a fee the client paid, and the ones that generate complaints to state boards are the ones the client only discovered when the deposit was short.

About the free invoice generator

Is this invoice generator really free?

Yes. There is no fee, no trial period and no watermark on the PDF. Nothing on this page requires a credit card.

Do I need to create an account?

No. Fill in the form and download the PDF directly — there is no sign-up and no login for this tool.

What file do I get?

A standard PDF, ready to attach to an email or print.

Can I add my own logo and bank details?

Yes. The seller section accepts a logo image and bank transfer details, which are printed on the invoice so your client knows how to pay you.

Is my data stored anywhere?

Nothing leaves your browser except when you download a PDF or save the invoice to an account. A draft is kept locally in your browser so it's still here if you come back, but there is no account behind this page and nothing is ever sent to our servers until you choose to.

Can I use this for any currency or country?

Yes. Choose any currency and country for either party — the totals and formatting follow your selection.

Ready to bill for it?

The template opens in the free invoice generator with these lines already on it. Change what you like, download the PDF.

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