Free Bookkeeper Document Generators — Australia
Clean document generators for Australian bookkeepers and BAS agents — monthly retainers, BAS prep, and year-end handover.
Invoicing & Billing
Invoice
Create professional tax invoices with GST calculations, ABN, and payment details.
Receipt
Issue payment receipts confirming transactions with itemised details.
Statement of Account
Generate account statements summarising invoices, payments, and balances.
Invoice Reminder
Send professional payment reminders for overdue invoices.
Quote
Generate professional quotes with validity dates, terms, and line item breakdowns.
Service & Agreements
Service Agreement Summary
Summarise service agreements including scope, terms, and deliverables.
Tips for Bookkeepers
- Invoice monthly with a clear breakdown of hours spent on each task (data entry, reconciliation, BAS prep).
- Include your BAS agent or Tax Practitioner Board registration number on invoices and agreements.
- Use a service agreement summary to define scope — it prevents clients from expecting free tax advice.
- Send a statement of account quarterly to clients with multiple outstanding invoices.
Typical Bookkeeper Pricing in Australia
Rates vary by state and job complexity, but these are the kinds of ranges bookkeepers commonly charge:
| Item | Typical range |
|---|---|
| Monthly bookkeeping | $300–$1,200 per month |
| BAS preparation and lodgement | $200–$600 per quarter |
| Bank reconciliation | $80–$250 per month |
| Payroll processing | $20–$40 per employee, per pay run |
| Software setup (Xero/MYOB/QBO) | $300–$1,000 one-off |
How Bookkeepers Typically Bill in Australia
Billing conventions vary by job type and client, but these patterns are common for bookkeepers in Australia:
- Fixed monthly retainers are the most common pricing model for ongoing clients, giving predictable revenue and cost certainty.
- BAS preparation is often billed per quarter, aligned to the lodgement cycle rather than the monthly retainer.
- Invoices break down hours spent on each task (data entry, reconciliation, BAS prep) for transparency.
- A statement of account is sent quarterly to clients with multiple outstanding invoices.
Providing BAS services for a fee requires registration as a BAS agent with the Tax Practitioners Board, alongside the standard ABN-on-invoice and $75,000 GST registration rules that apply to any registered business.
Compliance Notes
- BAS agent registration with the Tax Practitioners Board is required to provide BAS services for a fee.
- Professional indemnity insurance is mandatory for registered BAS agents.
- ABN must appear on all tax invoices.
- GST registration is mandatory at $75,000 turnover.