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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Invoice Template with Tax Column. Double-click the downloaded file to extract all files.
  2. Open the template "invoice-template-tax-column.xlsx" or "invoice-template-tax-column-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Invoice Template with Tax Column

Invoice Template with Tax Column (c5001)

c5001 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open invoice-template-tax-column-uis.xlsx.

Invoice Template with Tax Column (UIS Edition)

Invoice Template with Tax Column - UIS edition

Download Invoice Template with Tax Column (c5001)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

292 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.81 MBDownload

Detail

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 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 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.

=IF(oknTaxable_1,oknLineTotal_1*oknTax1Rate,IF(oknLineTotal_1<>0,"-",""))

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 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 Uniform Invoice Software will not remove them on extracting an invoice. Please refer to the 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.

Format and Specification

Template#c5001
NameInvoice Template with Tax Column
CategorySales Invoice Template
Release DateTuesday, November 5, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)19.50
Print Area$G$2:$P$44
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left36.00
Right36.00
Top72.00
Bottom72.00

Update History

April 23, 2017

  • Added the "round" Excel formula to both the "Tax" and "Line total" column, so that it always results in two digits after the decimal point (to the max). See Excel Formula to Fix the Decimal Size Warning fore more information.
  • Yellow color theme.

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