Quick answer
A bookkeeper invoice in Australia should include your business details (including ABN), an invoice number, dates, a clear description of the work (monthly package, BAS prep, payroll, catch-up hours), GST (if registered), and payment terms.
Use the copy/paste template below, or automate retainer clients with Free Invoice App (Starter plan includes 7 sends/month, no credit card).
The solution (manual first, then faster)
Option A: Use a manual template (good in a pinch)
Manual templates work when you just need something you can copy into an email or PDF.
Option B: Use Free Invoice App (faster, more consistent)
- Save each client once, reuse forever
- Generate a clean PDF instantly
- Email invoices and track status (draft / sent / paid)
- Upgrade only when you need it: Starter (7 sends/month), Pro (250 sends/month + recurring), Pro+ (unlimited + custom domain + team)
Free bookkeeper tax invoice template (copy/paste)
Copy this into a document. If you’re GST-registered, label it “Tax Invoice” and include GST amounts.
TAX INVOICE (if GST-registered) From: Business name: [Your Bookkeeping Business Name] ABN: [Your ABN] BAS Agent No.: [if applicable] Email: [Email] Phone: [Phone] Bill To: Client name: [Client Name] Company: [Company] Email: [Client Email] Invoice details: Invoice number: [INV-0001] Invoice date: [DD/MM/YYYY] Due date: [DD/MM/YYYY] Period: [Quarter / Month] Services this period: - [Monthly bookkeeping package] $[amount] - [Quarterly BAS preparation & lodge] $[amount] - [Payroll processing — [n] staff] $[amount] - [Catch-up / clean-up — [n] hrs @ $X] $[amount] Subtotal (ex GST): $[amount] GST (10%): $[amount] (only if GST-registered) Total: $[amount] Payment terms: - Payment due in [7/14] days - Bank transfer to: [Account name / BSB / Account] - Reference: Invoice number Notes: - Thanks for your business.
Retainers, BAS cycles and recurring billing
Bookkeeping is mostly recurring work, so set up a recurring invoice for each monthly package and add a one-off line for quarterly BAS or catch-up work. If you help clients with BAS, our BAS preparation guide is a handy resource to share.
What needs to be on a bookkeeper’s tax invoice in Australia?
- Words “Tax Invoice” (if GST-registered)
- Your business name and ABN (and BAS agent number if relevant)
- The invoice date and a unique invoice number
- A clear description of the services supplied
- The total amount payable
- GST amount (or that the total includes GST)
Note: This is general information and not tax advice.
Features bookkeepers tend to use most
- Recurring invoices (Pro): automate monthly packages.
- Per-service T&Cs (Pro+): attach engagement terms to every PDF.
- Custom domain (Pro+): send from your own business email.
- Team access (Pro+): add a contractor bookkeeper as a Viewer or Editor.
Conclusion: send your bookkeeping invoice today
Copy/paste the template above for a one-off, or set up recurring billing for your retainer clients with Free Invoice App.