Bookkeeping Invoice Template

The bookkeeping invoice is for an accountant (CPA) that conducts, as a service, the organization of categorizing financial records on behalf of a client. The template can be used for bookkeeping provided by an individual or business. If tax filing is included, the accountant will be required to complete a power of attorney document in order to file with the IRS and the State Department of Revenue on the client’s behalf.

Power of Attorney

The following power of attorney forms allows an accountant to file tax documents on behalf of their clients.

Federal Power of Attorney

IRS Form 2848 – Power of attorney that allows the accountant to file taxes on behalf of their client to the Internal Revenue Service (IRS).

By State Power of Attorney

How to Write in PDF & MS Word

Step 1 – Download in Adobe PDF or Microsoft Word (.docx).

Step 2

How to Write in Excel

Step 1 – Download in Microsoft Excel (.xlsx)

Step 2