New Zealand · Professional services · Free template
Bookkeeper invoice template, GST-ready.
Bookkeeping invoices are often recurring monthly fees plus occasional extras like GST returns or year-end prep. Keep the recurring fee and one-off work on separate lines.
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Sample bookkeeper invoice
Sample figures only. Not GST registered? Drop the GST line and leave your IRD number off the invoice.
Common line items
- ·Monthly bookkeeping retainer
- ·GST return preparation
- ·Payroll processing (per pay run)
- ·Year-end / accountant handover pack
- ·Ad-hoc support (hourly)
- ·Software subscriptions (passed through)
Tips for bookkeepers
- ·Recurring monthly work suits a fixed line; bill GST returns, payroll and year-end as separate items so the client sees what varies month to month.
- ·If you pass on software subscriptions (e.g. a client's accounting tool), itemise them so your fee and the pass-through are distinct.
- ·Bookkeepers handling client funds or filings should keep clean records themselves. Your own invoices need the same 7-year retention you advise clients on.
Bookkeeper invoicing, answered.
How do I invoice recurring bookkeeping work?
Use a fixed monthly line for the core retainer, then add variable work (GST returns, payroll runs, ad-hoc queries) as separate lines. It keeps the recurring fee predictable and the extras transparent.
Should I itemise GST returns and payroll separately?
Yes. Separating the monthly bookkeeping fee from GST return prep and per-pay-run payroll makes your invoice easy to understand and easy to scale as the client grows.
Do bookkeepers charge GST in NZ?
Once turnover passes $60,000 in any 12 months, GST registration is mandatory and you add 15%. Many established bookkeepers are registered. Apply one GST line across the full invoice total.
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