Quotation format for chartered accountants
A CA fee proposal lists the services in scope, the period they cover and the fee for each, so the client knows what is covered by the retainer and what is billed extra. Here is a free quotation format built for chartered accountants and CA firms. Download it in Excel, Word or PDF, or copy the sample below.
Sample quotation format for chartered accountants
Quotation
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping, per month | 12 | ₹8,000 | ₹96,000 |
| GST return filing, per quarter | 4 | ₹3,000 | ₹12,000 |
| Annual income tax return and computation | 1 | ₹12,000 | ₹12,000 |
| Statutory audit, annual | 1 | ₹35,000 | ₹35,000 |
- Subtotal
- ₹1,55,000
- CGST 9% + SGST 9% (same state)
- ₹13,950 + ₹13,950
- Total
- ₹1,82,900
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 quotation 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
- List each service with its frequency and fee.
- State what is excluded, such as notices and assessments, and how that is charged.
- Set document submission dates and the validity of the proposal.
Winning the job with your quotation format
A fee proposal for accounting and compliance work works best as a list of services with a frequency and a fee: monthly bookkeeping, quarterly GST returns, annual income tax filing, annual audit. That lets the client see what the retainer covers and choose only the services they need.
State what is excluded, such as replies to tax notices, assessment hearings and re-work caused by late or missing documents, and say how those are charged. Add the due dates for the client to share documents, the payment schedule and how long the proposal is valid.
Stop retyping this every time
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Start freeAlso: GST calculator · HSN and SAC finder
Questions
How should a CA firm price a retainer?
List each recurring service with its frequency and fee, say what is excluded, and state how extra work such as notices is billed.
Is a quotation different from a proforma or tax invoice?
Yes. A quotation is an offer with a price and is not a demand for payment. A tax invoice is issued when you supply the goods or services and is the document used for GST.
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.