Quotation Estimate Accountant in Italy Rome –Free Word Template Download with AI
Professional Accountant Services — Italy Rome
Document Reference: QE-ROM-2025-0472 | Validity: 30 Days from Issue Date
This Quotation Estimate is issued by Studio Contabile Roma Capitale S.r.l. to provide a comprehensive and transparent breakdown of the professional fees associated with the engagement of a qualified Accountant for the delivery of accounting, tax advisory, and financial reporting services. This document is specifically tailored for clients operating within the jurisdiction of Italy Rome, where local regulatory requirements, municipal tax obligations, and the specific provisions of the Italian Civil Code and the Testo Unico delle Imposte sui Redditi (TUIR) must be strictly observed. The Quotation Estimate serves as a binding proposal for the scope of work, the estimated costs, and the terms under which the Accountant will perform duties on behalf of the client.
The Accountant engaged under this Quotation Estimate will deliver the following professional services in full compliance with the regulations governing the profession in Italy Rome, as established by the Consiglio Nazionale dei Dottori Commercialisti e degli Esperti Contabili (CNEDCEC):
- Preparation and filing of annual tax returns (Modello Redditi PF/SC/IRAP) in accordance with the Agenzia delle Entrate requirements applicable to the Rome metropolitan area.
- Monthly and quarterly VAT (IVA) declarations, including the liquidazione periodica and the annual riepilogativo, as mandated for businesses registered in Italy Rome.
- Preparation of statutory financial statements (Bilancio d'esercizio) in compliance with the Italian Civil Code (Codice Civile, Articles 2423–2443) and applicable OIC (Organismo Italiano di Contabilità) standards.
- Management of the Libro Unico degli Acquisti e delle Vendite (LUV) and the electronic invoicing (Fatturazione Elettronica) obligations enforced by the Italian Revenue Agency for all entities operating in Italy Rome.
- Advisory services on local municipal taxes, including the Imposta Municipale Propria (IMU) and the TARI (Tassa Rifiuti) levied by the Comune di Roma.
- Payroll administration (Ciclo Passivo) including INPS and INAIL contributions, CU (Certificazione Unica) issuance, and compliance with the Contratto Collettivo Nazionale del Lavoro (CCNL) relevant to the client's sector.
- Assistance with the annual declaration of the Imposta sul Valore Aggiunta (IVA) and the reconciliation of the Conto Corrente IVA.
- General bookkeeping, journal entries, and maintenance of the accounting ledger (Registro Contabile) in digital format as required by the Agenzia delle Entrate.
The following Quotation Estimate outlines the estimated professional fees for the Accountant services described above. All amounts are expressed in Euros (EUR) and are exclusive of VAT (IVA), which will be applied at the standard rate of 22% as per Italian tax law. The fees are structured on an annual basis and are subject to a minimum engagement period of twelve (12) months.
| Service Item | Frequency | Estimated Fee (EUR) | Notes |
|---|---|---|---|
| Annual Tax Return Preparation & Filing | Annual | 1,200.00 | Includes Modello Redditi and IRAP |
| Monthly VAT (IVA) Declarations | Monthly (12x) | 960.00 | €80.00 per filing |
| Quarterly VAT Reconciliation & Reporting | Quarterly (4x) | 800.00 | Conto Corrente IVA management |
| Statutory Financial Statements (Bilancio) | Annual | 2,500.00 | Includes notes and management report |
| Payroll Administration (up to 5 employees) | Monthly (12x) | 3,600.00 | €300.00 per month; INPS/INAIL included |
| Electronic Invoicing & LUV Management | Monthly (12x) | 1,200.00 | €100.00 per month |
| Local Tax Advisory (IMU, TARI, Roma-specific) | Annual | 600.00 | Comune di Roma compliance |
| General Bookkeeping & Ledger Maintenance | Monthly (12x) | 2,400.00 | €200.00 per month |
| Ad-hoc Consultations & Tax Planning | As needed | 400.00 | Estimated; billed at €80.00/hour |
| Subtotal (Excluding VAT) | 13,660.00 | ||
| VAT (22%) | 2,995.20 | ||
| TOTAL ESTIMATED ANNUAL FEE | 16,655.20 | EUR | |
The fees outlined in this Quotation Estimate shall be invoiced on a quarterly basis, in advance, with payment due within thirty (30) days of the invoice date via bank transfer (bonifico bancario) to the account of Studio Contabile Roma Capitale S.r.l. A late payment penalty of 1.5% per month will be applied to any outstanding balance, in accordance with Article 1284 of the Italian Civil Code. The Accountant reserves the right to suspend services in the event of non-payment exceeding sixty (60) days from the due date.
This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Upon acceptance, the client shall sign and return a copy of this document, which will then constitute a binding professional engagement contract between the Accountant and the client. The engagement is governed by the laws of the Italian Republic, and any disputes arising from the interpretation or execution of this Quotation Estimate shall be subject to the exclusive jurisdiction of the courts of Rome, Italy. The Accountant is fully insured with professional liability coverage (RC Professionale) as required by the CNEDCEC for practitioners operating in Italy Rome.
- The Accountant shall maintain strict professional confidentiality in accordance with Article 200 of the Italian Penal Code and the GDPR (Regolamento UE 2016/679) as applied in Italy Rome.
- All work products, including tax filings, financial statements, and advisory memoranda, shall be delivered in both digital (PDF) and, where legally required, paper format.
- The client is responsible for providing all necessary documentation, receipts, and supporting records in a timely manner to enable the Accountant to meet statutory deadlines.
- Any additional services not explicitly listed in this Quotation Estimate will be subject to a separate written agreement and additional fees.
- The Accountant is not liable for penalties or sanctions imposed by the Agenzia delle Entrate or the Comune di Roma resulting from incomplete or inaccurate information provided by the client.
- This Quotation Estimate does not constitute a guarantee of any specific tax outcome or financial result.
By signing below, both parties acknowledge that they have read, understood, and agree to the terms, conditions, and fee structure set forth in this Quotation Estimate for the engagement of the Accountant in Italy Rome.
For the Accountant (Studio Contabile Roma Capitale S.r.l.)
Dott. Commercialista [Name]Date: _______________
For the Client
[Client Name / Authorized Signatory]Date: _______________ ⬇️ Download as DOCX Edit online as DOCX
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