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Tax Preparation Invoice Template

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

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.

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 · Aug 16, 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.

Ready to bill for it?

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