Invoice templates for UK tax preparers and agents billing individuals and small businesses for self-assessment and tax return services.
A tax preparer invoice is issued by a qualified tax agent or adviser registered with HMRC to individuals and businesses for the preparation and filing of tax returns, tax planning, and related compliance services. In the UK, tax preparation covers self-assessment tax returns (SA100), corporation tax returns (CT600), PAYE management, VAT returns, and specialist work such as R&D tax credit claims and capital gains tax calculations. Tax preparers must be registered with HMRC as authorised agents (using the Agent Services Account) to file returns on behalf of clients. Many are also members of the Chartered Institute of Taxation (CIOT), Association of Taxation Technicians (ATT), or hold relevant ICAEW or ACCA qualifications. Tax preparation is largely seasonal in the UK, with self-assessment returns due by 31 January and corporation tax returns typically due 12 months after the accounting year end. Tax preparers often invoice heavily in October to January, and it is important to maintain clear records of all returns filed, payments advised, and deadlines communicated.
| Service | Typical Rate | Unit |
|---|---|---|
| Self-assessment tax return | 280 | return |
| Corporation tax return (CT600) | 500 | return |
| Capital gains tax calculation | 350 | calculation |
| P11D benefits-in-kind return | 150 | employee |
| HMRC enquiry response | 150 | hour |
| R&D tax credit claim | 1500 | claim |
Issue invoices on completion and submission of each return. For self-assessment, invoice no later than the January deadline period to ensure payment before your own cash flow is impacted. Many tax preparers request information and documents from clients months before the deadline and invoice when the return is filed, not when the information is received. Note this clearly in your engagement letter so clients understand when payment is due. For HMRC enquiry work, invoice monthly as the enquiry progresses rather than waiting for resolution. Enquiries can last 12 to 24 months and you should not carry unbilled work for that period. If you charge a different rate for simple returns (employment income only) and complex returns (rental income, CGT, foreign income), reflect this clearly in your pricing guide and quote before accepting the engagement. This avoids disputes when a return turns out to be more complex than expected.