GST invoice format for chartered accountants
CA firm invoices bill professional fees for recurring compliance work and one-off assignments, usually per period or per assignment. Here is a free gst invoice format built for chartered accountants and CA firms. Download it in Excel, Word or PDF, or copy the sample below.
Sample gst invoice format for chartered accountants
Tax invoice
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping and accounts, October | 1 | ₹8,000 | ₹8,000 |
| GST return filing, quarter ending September | 1 | ₹3,000 | ₹3,000 |
| Statutory filing fees at actuals | 1 | ₹600 | ₹600 |
- Subtotal
- ₹11,600
- CGST 9% + SGST 9% (same state)
- ₹1,044 + ₹1,044
- Total
- ₹13,688
Sample figures only. 18% GST is shown as a typical rate for services; use the rate that applies to you. For another state, charge IGST instead of CGST and SGST.
The Excel file has working formulas, so you can change the quantities and rates and the totals update.
What to put on a gst invoice format for chartered accountants
Along with the usual header, numbering, dates and totals, chartered accountants should add:
- Service and period covered (month, quarter or financial year)
- Client PAN and GSTIN
- Retainer or assignment reference
- Reimbursable government fees at actuals
Tips for chartered accountants
- Name the service and the period on every invoice.
- Keep retainer work and out-of-scope work on separate lines.
- Record TDS deducted by the client; confirm GST and TDS treatment with your advisor.
Getting paid faster with your gst invoice format
A CA firm invoice should say what period and what service it covers: monthly bookkeeping for a given month, GST return filing for a given quarter, or an audit for a given financial year. Naming the period and the service lets the client match it to the work done and avoids queries at payment time.
Keep fixed retainer fees separate from out-of-scope work, such as notices, assessments or one-off certifications, and show reimbursements like filing fees or stamp duty on their own line. If the client deducts TDS on professional fees, record the amount deducted so it reconciles with their certificate. Confirm the GST and TDS treatment of your fees with your own tax advisor.
Stop retyping this every time
FINTY keeps your clients and items, numbers every invoice, adds CGST, SGST or IGST for you and sends the PDF on WhatsApp. Free plan available, with a 30-day trial of everything.
Start freeAlso: GST calculator · HSN and SAC finder
Questions
What should a CA firm put on its invoice?
The service and period covered, the fee, reimbursements on separate lines, the client PAN and GSTIN, and your own registration details. Confirm tax treatment with your advisor.
What must a GST invoice for chartered accountants contain?
Your name, address and GSTIN, a unique invoice number and date, the client's details, a description of each item with SAC or HSN code, the taxable value, the GST rate and amount (CGST and SGST, or IGST), and the total.
Can I create this in FINTY?
Yes. FINTY numbers your documents, adds the right CGST, SGST or IGST, keeps your client list and sends the PDF on WhatsApp. There is a free plan and a 30-day trial.