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.


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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