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This Invoice Template with Tax Column includes both the "Bill To" and "Shipping To" sections and has 5 columns that are description, Tax, Hours, Rate/Hour, and Amount.
The heading part of the invoice form, including your own company/business information section, invoice#, invoice date, "Bill To" section and "Shipping To" section are similar to the default sales invoice template included in Invoice Manager for Excel (namely Uniform Invoice Software) setup program, which you can download and try for free, and is able to upgrade a simple Excel formatted invoice template to a fully featured invoice program. With Invoice Manager for Excel (namely Uniform Invoice Software) installed, your Excel invoice template will not be a simple invoice creator, it will be powerful invoicing that includes features for managing customers, products/items, invoices and payments.
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.
This formula means that, if the "Taxable" checkbox is checked on the first line of the invoice body (identified by the " oknTaxable_1" cell value), it calculates tax amount based on line total and tax rate. If the "Taxable" checkbox is not checked, it shows either an empty string or the symbol "-" depending on whether the line total is zero.
The checkbox column titled with "Taxable" is put outside the printable area, which is not printed when you execute the print command in Excel, or is not extracted when you execute the "Extract" command when Invoice Manager for Excel (namely Uniform Invoice Software) is installed. So can the "Taxable" checkbox column be included in the printed version of an invoice? The answer is "Yes". Basically what you need to do is just to move the checkbox controls inside the printable area, and then name them with special prefix so that Invoice Manager for Excel (namely Uniform Invoice Software) will not remove them on extracting an invoice. Please refer to the Invoice Manager for Excel (namely Uniform Invoice Software) document, which is included in the installer program, for more detailed instructions on how to customize the invoice template.
Like other form designs here on InvoicingTemplate.com, Billing Form with Tax Column is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.
|Name||Invoice Template with Tax Column|
|Category||Sales Invoice Template|
|Release Date||Tuesday, November 5, 2013|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
April 23, 2017