Free resources

Free Hong Kong Business Templates and Tools

Organize invoices, expenses, and company records with simple templates and browser-only tools built for new business owners.

Your tool data is saved in this browser only. Download a JSON backup if you want to keep it or move it to another device.

Invoice

INV-0001

Total

HK$12,000

Project deposit from clientHK$12,000
Client nameDue date

Bookkeeping

SalesHK$12,000
RentHK$8,000
NetHK$4,000

Local only: entries are stored in this browser and are not sent to HKBSCL servers.

Need help after organizing your records?

Use the templates for general organization, then speak with HKBSCL or a qualified adviser for your exact obligations.

These templates and tools are for general organization only and are not legal, tax, accounting, audit, investment, or immigration advice. Rules and deadlines can change. Confirm your exact obligations with HKBSCL or a qualified adviser before acting.

Resources Toolkit

Use lightweight tools without creating an account. Your entries stay in this browser.

Local only: entries are stored in this browser and are not sent to HKBSCL servers.

Mixed currencies: record the original currency and supporting document, but confirm exchange rates and reporting treatment with HKBSCL or a qualified adviser before filing.

Backup and import

Download a JSON backup before clearing browser data or moving to another device.

Local only: entries are stored in this browser and are not sent to HKBSCL servers.

Invoice Generator

Total

HK$0.00

Changes save to this browser automatically.

Invoice

Company

INV-20260726

2026-07-26

Bill to

Client

DescriptionQuantityUnit priceTotal
1HK$0.00HK$0.00
SubtotalHK$0.00
DiscountHK$0.00
TotalHK$0.00

CSV

Excel-Compatible Templates

Download starter CSV templates that open in Excel, Numbers, or Google Sheets.

Monthly Bookkeeping Tracker

Track income, expenses, references, and counterparties in one Excel-compatible file.

Founders organizing records each month.

Download CSV

Client Record Handoff Checklist

Gather records before accounting, tax, company secretary, or audit arrangement coordination.

Founders preparing to speak with HKBSCL or an adviser.

Download CSV

Year-End Document Checklist

Prepare records for accounting, tax filing, and audit arrangement coordination.

Companies approaching year-end or tax filing.

Download CSV

Beginner Guides

Short explanations for founders who want to keep records organized before year-end.

A 30-Minute Monthly Bookkeeping Routine

Create a repeatable monthly habit.

  1. 1Download bank statements.
  2. 2Save receipts and invoices.
  3. 3Enter income and expenses.
  4. 4Match payments to references.
  5. 5Flag unclear transactions.
  6. 6Export or back up records.
  7. 7Ask HKBSCL before records pile up.

Need help reviewing your monthly records? Contact HKBSCL.

What Records Should A Hong Kong Company Keep?

Understand common record categories without treating this as legal advice.

  1. 1Bank records.
  2. 2Sales invoices.
  3. 3Purchase receipts.
  4. 4Payroll records if there are employees.
  5. 5Contracts and agreements.
  6. 6Company statutory records.
  7. 7Tax correspondence.
  8. 8Records for audit arrangement coordination.

HKBSCL can help organize accounting records and prepare for tax filing.

Invoice, Receipt, And Quotation: What Is The Difference?

Reduce beginner confusion around sales documents.

  1. 1Quotation before customer approval.
  2. 2Invoice when requesting payment.
  3. 3Receipt after payment is received.
  4. 4Credit note when reversing or adjusting.
  5. 5Number documents consistently.
  6. 6Match documents to bank transactions.

Use the free invoice generator or contact HKBSCL for accounting support.