Free Consultant Document Generators — Australia
Professional document generators for Australian consultants — from scoping engagements to billing retainers.
Invoicing & Billing
Invoice
Create professional tax invoices with GST calculations, ABN, and payment details.
Quote
Generate professional quotes with validity dates, terms, and line item breakdowns.
Receipt
Issue payment receipts confirming transactions with itemised details.
Statement of Account
Generate account statements summarising invoices, payments, and balances.
Service & Agreements
Service Agreement Summary
Summarise service agreements including scope, terms, and deliverables.
Payment Plan Agreement
Set up instalment payment plans with clear terms and schedules.
Tips for Consultants
- Include a clear scope of work on every quote to prevent scope creep — reference it on subsequent invoices.
- For retainer clients, send a statement of account at month-end summarising all charges and payments.
- Add your professional indemnity insurance details to your service agreement summary; many clients require it.
- Bill in arrears with net-14 terms for trusted clients; require upfront deposits for new engagements.
Compliance Notes
- ABN must appear on all tax invoices; the no-ABN withholding rate is 47%.
- Professional indemnity insurance may be required by contract or industry regulation.
- If operating through a company, ensure director ID registration is current.
Frequently Asked Questions
Should a consultant operate through a company or as a sole trader?
It depends on your risk profile and income level. A company structure limits personal liability and offers a flat 25% tax rate for base-rate entities, but comes with additional compliance obligations such as ASIC fees and corporate tax returns.
How should a consultant handle disbursements on an invoice?
List disbursements (e.g., travel, software licences) as separate line items on the invoice. If you paid GST on them, you can pass through the GST-inclusive amount and claim the input credit yourself.
What is a recipient-created tax invoice and does it apply to consultants?
An RCTI is created by the payer rather than the supplier. It is uncommon for consultants unless the client specifically requires it and both parties have a written RCTI agreement in place.