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Simple Sample - Moving Taxable Controlsc5076

Screenshot for c5076 - Simple Sample - Moving Taxable Controls

"Simple Invoicing Format - Moving Taxable Controls" was found to be relative to What Is A Tax Invoice with the score grade of 75.

... The default invoicing form shipped with Uniform Invoice Software, and many other customized version that are available here on InvoicingTemplate.com, have the "Taxable" column on the detail section (sometimes called invoice body). This is useful if you need to invoicing both taxable and no-taxable items / products, as the taxable boxes on the form shows whether the amount of the each item is counted on tax calculation clearly.

... This simple invoicing template shows you how to create a billing format that exclude the taxable boxes from the printable form. This sample is based on the result of c5075 Simple Invoice Template - Moving Balance and Payment Cells. The customized template created in this tutorial could be downloaded for free from here on InvoicingTemplate.com.

Invoice Template with Tax Columnc5001

Screenshot for c5001 - Invoice Template with Tax Column

"Invoice Template with Tax Column" was found to be relative to What Is A Tax Invoice with the score grade of 72.

... Although the invoice template includes fields for shipping information, the body part has columns titled with "Hours" and "Rate/Hour". If you don't like these two headings, you can easily change them to Quantity and Unit Price by simply unprotect the Invoice worksheet and then type in your own text labels. However these are not the interesting parts of this invoice template. The special point of this invoice template is that it includes a Tax column, which shows the tax amount calculated based on tax rate (specified on the bottom of the form), line total and status of the "Taxable" checkbox.

... The Excel formula of the tax amount cells are like the following.

Job Invoice Sample (2 Taxes)c5056

Screenshot for c5056 - Job Invoice Sample (2 Taxes)

"Job Invoice Sample (2 Taxes)" was found to be relative to What Is A Tax Invoice with the score grade of 65.

... While it is extreme simple to set the tax rules (the number of taxes, tax names, tax rates) even if you have only the original version Job Invoice Sample, our goal here at InvoicingTemplate.com is to demonstrate how easy it is to set the tax types using Uniform Invoice Software. In case you are interested in only the freeware edition of our templates, you can still enable the support for 2 taxes if you know how tax cells are implemented in (most of) our templates.

... If you use the Uniform Invoice Software version of Job Invoice Sample (2 Taxes), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

Sales Invoice Template with Discount Amount Columnc6010

Screenshot for c6010 - Sales Invoice Template with Discount Amount Column

"Sales Invoice Template with Discount Amount Column" was found to be relative to What Is A Tax Invoice with the score grade of 53.

... There are also special ways that are not commonly appliance but do work for some business. For example, one of our customers found a new way to use the tax cells and formulas on the default sales invoice template - by naming a tax "Discount" and assigning it a negative tax rate, one of the tax field on the bottom of invoice form efficiency becomes a discount field. Since Uniform Invoice Software allows to change the tax rate (in this example it becomes discount rate) on a per-invoice basis right on the bottom of the invoice form, the customer had never encountered a problem in applying discounts in this way.

Invoice and Packing List on Same Formc4078

Screenshot for c4078 - Invoice and Packing List on Same Form

"Invoice and Packing Slip on Same Form" was found to be relative to What Is A Tax Invoice with the score grade of 50.

... The packing slip template here on Invoicing Template shows you how to create a standalone pack list template. With the help of Uniform Invoice Software, you can easily loaded an existing invoice using the packing list template, and thus to print the packing list for shipment using the packing list template. If you always have the need to print both an invoice and a packing list at the same time, then consider to have both documents - invoice and packing list, on the same form, as shown in this sample.

... In this template sample, we will use c4074 Simple Invoice Template for Letterhead Paper as the basic template, and add a packing list to the same form on the "Invoice" worksheet, so that when an invoice is printed a corresponding packing list will be printed too.

Plumbing Service Invoicing Sample (Sales Tax)c4022

Screenshot for c4022 - Plumbing Service Invoicing Sample (Sales Tax)

"Plumbing Service Billing Template (Sales Tax)" was found to be relative to What Is A Tax Invoice with the score grade of 38.

  • In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
  • In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

    TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

    Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

Hourly Service Bill Sample (Price Including Tax)c5068

Screenshot for c5068 - Hourly Service Bill Sample (Price Including Tax)

"Hourly Service Billing Statement (Price Including Tax)" was found to be relative to What Is A Tax Invoice with the score grade of 29.

... If you use the Uniform Invoice Software version of Hourly Service Invoice Template (Price Including Tax), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

Basic Blank Service Invoice Format (One-tax)c2013

Screenshot for c2013 - Basic Blank Service Invoice Format (One-tax)

"Basic Blank Service Invoice Format (One-tax)" was found to be relative to What Is A Tax Invoice with the score grade of 25.

While it's easy enough to customize the tax options with the help of Uniform Invoice Software form design tools, "Basic Blank Service Invoice Format (One-tax)" has this already set based on " c2012 Basic Blank Service Format (No-tax)", so that you can use directly without installing Uniform Invoice Software.

... This configuration procedure isn't so basic and simple for someone who are not so familiar with Excel and Uniform Invoice Software templates. To get the job even easier, we build this template "c2013 Basic Blank Service Invoice Format (One-tax)" or Basic Blank Service Invoice Layout (One-tax).

... Like all the other templates available here on InvoicingTemplate.com, "c2013 Basic Blank Service Invoice Format (One-tax)" could be used standalone without Uniform Invoice Software. But if Uniform Invoice Software is installed, it not only turns the simple Excel billing template into a powerful invoicing system, but also helpful commands like "Design Mode" (which unprotect the sheet and push the "design mode" button on the "Developer" ribbon tab). The trial version of Uniform Invoice Software is fully functional within the trial period, which you can download free of charge. So why don't download and give it a try?

Irish Sales VAT Invoice Templatec7024

Screenshot for c7024 - Irish Sales VAT Invoice Template

"Irish Sales VAT Invoice Template" was found to be relative to What Is A Tax Invoice with the score grade of 17.

If you are running a Irish business and are charging VAT, a VAT invoice must be issued. Use this free invoice template, Irish Sales VAT Invoice Template, or Irish Sales VAT Billing Form, to create your invoices as easy as filling a blank paper form.

... As per the requirements, to create this template, a new column "Discount" was added to the base template VAT Sales Invoice Template - Price Excluding Tax. The "Discount" field is a custom field which is not included in the default invoice template shipped with Uniform Invoice Software installer program.

... The difference between sales and service here on InvoicingTemplate.com is simple - if a template contains the "Ship To" section on the printable section, we call it sales invoice. If it does not contain the "Ship To" section, it is categorized as service invoice. If the form has a very special design in its layout, such as Tax bill for Printing Shop, which moves the "Ship To" section (titled with "Delivery To") to the body of the spreadsheet form, we add the template to both the sales and service category. Irish Sales VAT Invoice Template adheres to this rule too.

Simple Tax Invoice Sample with Tax Rate Listc4062

Screenshot for c4062 - Simple Tax Invoice Sample with Tax Rate List

"Simple Tax Invoicing Sample - Tax Rate List" was found to be relative to What Is A Tax Invoice with the score grade of 10.

If your business is selling to several states or countries, you may need to change the tax rates from invoice to invoice depending on shipping destination. This sample shows you how to implement a drop list to simplify the selection of tax rate.

  1. Back up the template.
  2. Open the template.
  3. Click the "Settings" button on the "Invoice" worksheet.
  4. Go to the "Taxes" tab.
  5. Click to select "One Tax".
  6. Change tax name to "TAX". Change Tax rate to the value that you used most often.
  7. Click "Apply". This will modify the layout of the invoicing form by hiding the second tax line, so that only one line of tax (including tax name, rate, and amount).
  8. Click the "Design Mode" button on the "Invoice" worksheet. This unprotects the spreadsheet, shows gridlines and row/column headings, and also pushes down the "Design" button on Excel "Developer" ribbon tab.
  9. Choose an empty location to place the tax rate list on the bill form. In this sample, we choose the range on the column $S and column $T.

    Move out the contents that are already on the columns, i.e. the comment text starting with "To create an invoice" etc. To do this, drag your mouse to select all the content you want to move, and then drag the border of the select area to move it to the new location.

  10. Set a slightly different background color (green - blue in this sample) for these two columns.
  11. Enter the state names on the first column. Enter the corresponding tax rates on the second column.

    For the purpose of this demonstration, we copied the tax rates from State Sales Tax Rates | Sales Tax Institute (As of 3/1/2016). . Sales and use tax rates change on a monthly basis. This chart is for informational purposes only. As the source origin statement shows, specific questions should be addressed to your tax advisor or a State Department of Revenue, such as Texas Sales Tax. The rate chart gives tax rate for the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming. No matter what business you are running - attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, car / vehicle sales, graphic designs, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill, it is import for you to making taxation correct on your invoices.

  12. Move the tax name "TAX" one column left to leave a blank cell for state name. In this sample, we move the text from $I$35 to $H$35.
  13. Click to select the cell left by moving out "TAX", i.e. $I$35. Name this cell "oknTaxStateName".
  14. Switch to Excel ribbon "Data". Choose "Data Validation / Data Validation ...".
  15. On the "Data Validation" dialog box, choose "List" from the "Allow" list. Fill the address of the state name list into the "Source" box. In this case, we set it to "=$S$6:$S$56".
  16. Right-click the cell, choose "Format Cells" from the shortcut menu. Go to the "Protection" tab, clear the "Locked" option. Click "OK" to close the "Format Cells" dialog box. This makes the cell fillable when the sheet is protected (i.e. when you start to create an invoice).
  17. Right-click the tax rate cell ($J$35), choose "Format Cells" from the shortcut menu. Go to the "Protection" tab, check the "Locked" option. Click "OK" to close the "Format Cells" dialog box. This makes the cell not manually fillable as we need to fill it with a formua.
  18. Make sure the tax rate cell ($J$35) is selected. Assign it a formula - " =VLOOKUP(oknTaxStateName,S6:T56,2,FALSE)". This "VLOOKUP" formula searches for the state name on the cell named "oknTaxStateName" in the first column of our tax rate table/chart, and return the rate value on the second column. For more information about the VLOOKUP formula, refer to Microsoft document at VLOOKUP function.

    As you can see from this sample, while Microsoft Word (and other programs, like Publisher, Microsoft Works, Adobe Acrobat (PDF), or even Photoshop could be used to create beautiful invoicing forms, Excel is far more easier than others when it comes to do calculations. By using Excel formulas, you can easily define the relationship between fields for Uniform Invoice Software.

  19. Exit design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
  20. Click the "Invoices" button on the "Invoice" ribbon tab.
  21. Click "Custom Fields" to open the "Custom Field Manager" dialog box.
  22. Click "Add Field".
  23. Fill in the new field information: Field Name - TaxStateName; Type - "Text"; Default Value - "Alabama" (This is the name of the state that you sell to most frequently. When you click the "Clear & New" command to have the bill form ready for next invoice, the cell "oknTaxStateName" will be filled with this default value); Size - 50.
  24. Close the "Add New Field" dialog box.
  25. Close the "Custom Field Manager" dialog box.
  26. Save the template by clicking the "Save" button on Excel quick access toolbar.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c5076
Simple Sample - Moving Taxable Controls
Wednesday, January 27, 2016,
12
5
A4
Portrait
Sales
c5001
Invoice Template with Tax Column
Tuesday, November 5, 2013,
12
5
A4
Portrait
Sales
c5056
Job Invoice Sample (2 Taxes)
Wednesday, September 17, 2014,
12
5
A4
Portrait
Service
c6010
Sales Invoice Template with Discount Amount Column
Monday, December 23, 2013,
20
6
A4
Portrait
Sales
c4078
Invoice and Packing List on Same Form
Wednesday, July 6, 2016,
20
4
A4
Portrait
Sales
c4022
Plumbing Service Invoicing Sample (Sales Tax)
Thursday, May 15, 2014,
12
4
A4
Portrait
Service
c5068
Hourly Service Bill Sample (Price Including Tax)
Tuesday, September 30, 2014,
12
5
A4
Portrait
Service
c2013
Basic Blank Service Invoice Format (One-tax)
Monday, November 16, 2015,
12
2
A4
Portrait
Service
c7024
Irish Sales VAT Invoice Template
Tuesday, August 25, 2015,
18
7
A4
Portrait
Sales
c4062
Simple Tax Invoice Sample with Tax Rate List
Monday, February 8, 2016,
12
4
A4
Portrait
Sales

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