NDIS invoice template

What has to be on it

A plan manager or a self-managed participant claims the money back from the NDIS using your invoice, so it has to carry what their claim needs. The NDIA lists five things:

• participant name
• participant reference number or NDIS number
• dates of support
• support item reference number
• support item price

Add your own name and ABN, an invoice number, the date, the hours or quantity on each line and the total — what any sole trader invoice carries. For a plan-managed participant the NDIA is specific: the invoice must include a valid ABN, unless you are exempt from quoting one — in which case you attach the ATO’s statement by a supplier form instead.

Who it goes to

• Self-managed: to the participant, who pays you. Once they have, send them a receipt or the paid invoice so they can claim it in their portal.
• Plan-managed: to the plan manager, who pays you and makes the claim.
• NDIA-managed: no invoice at all. You lodge a payment request in the myplace provider portal, and you must be recorded as one of the participant’s providers first.

When an NDIS support is GST-free

Section 38-38 of the GST Act makes a support GST-free only when all four of these hold:

1. it is supplied to an NDIS participant whose plan is in effect;
2. it is one of the reasonable and necessary supports listed in that plan;
3. it is supplied under a written agreement — with the participant or another person — that identifies the participant and says the supply is of supports in their plan;
4. it is of a kind the Minister has determined in writing.

The third is the easiest to miss: no written agreement, no GST-free supply, however clearly the support sits in the plan. The fourth points to a determination that lists the kinds outright —

• specialist disability accommodation and accommodation or tenancy assistance
• coordinating or managing life stages, transitions and supports
• household tasks
• help with travel and transport arrangements, but not taxi fares
• interpreting and translation
• help to access and keep education and employment
• assistive equipment for recreation
• early intervention supports for early childhood
• managing the funding for supports in a participant's plan

— and five more that count only if another GST-free determination, for care or health services, covers them as well: help with daily personal activities; daily living and life skills, including community participation; assistive equipment for general tasks and leisure; behavioural support and therapeutic supports; home modifications. For those, check the care or health services determination before you mark the invoice GST-free; this page has not read them and does not decide it for you.

The determination stops applying after 30 June 2027

Section 7 of the 2021 determination says it applies to supplies made on or before 30 June 2027. Unless it is extended or replaced before then, the fourth condition cannot be met for a support delivered after that date. Nothing on the Register showed a replacement when this page was checked; it is re-checked before the date arrives.