Free invoice worksheet and monthly records checklist

Download these files, open them in your browser and print or save as PDF. They work offline and require no sign-up. The invoice worksheet is a preparation aid, not an e-invoice or a guarantee of GST compliance.

Editable invoice preparation worksheet

Fill the customer, supplier, numbering, line-item and tax fields. Totals are entered manually: use the GST calculator to check arithmetic. Confirm required particulars and tax treatment before issuing an actual invoice.

Download invoice worksheet (HTML)

Monthly business records checklist

Tick off sales, purchases, payments and supporting documents, then note questions for your accountant. Print a fresh copy for each month.

Download records checklist (HTML)

How to use the downloads

1. Save the file and open it in a browser.
2. Edit the highlighted invoice fields or tick the checklist items.
3. Use Print → Save as PDF to preserve your completed copy. Changes are not automatically saved in the HTML file.
4. Check the GST invoice guide and consult your accountant where necessary.

Prepared by Lekhiva as educational resources. No independent professional tax review is claimed.