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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Mixed Tax Rates (5 Columns). Double-click the downloaded file to extract all files.
  2. Open the template "tax-invoice-5-columns.xls" or "tax-invoice-5-columns-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)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Mixed Tax Rates (5 Columns)

Mixed Tax Rates (5 Columns) (c5034)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Mixed Tax Rates (5 Columns) - freeware edition

Mixed Tax Rates (5 Columns) - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Mixed Tax Rates (5 Columns) - Uniform Invoice Software V3 edition

Mixed Tax Rates (5 Columns) - Uniform Invoice Software V3 edition

Download Mixed Tax Rates (5 Columns) (c5034)

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.

352 KBDownload

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

2.82 MBDownload

Detail

The default sales invoicing template applies the defined tax rules to all items in an invoice. The customized free tax invoice template in this Mixed Tax Rates in an Invoice allows charging different rates to different items.

For example, if you are selling both beverages and non-beverages products, which must be charged with different tax rates, for example beverage tax must be at 3.0% and non-beverage tax rate must be at 5.0%; or if you are selling both general products (goods) and labor (service) to customers, which are two types of taxable items and should be charged with different tax rates. If you want to add these two types of invoicing items to the default template, you may find the template will fail to calculate the taxes because with the default implementation, the tax items you defined on the default template, no matter one tax or two, will applied to all the items that have the "taxable" option checked.

Mixed Tax Rates (5 Columns), like the default template, has two tax items on the bottom of the worksheet, which are applied to all the items, and a column of Taxable checkboxes to the left of the form body, which are corresponding to each invoicing item. You can change the tax names and rates on the bottom of the form by typing in whatever meet your requirements. These are the supported features implemented in both the freeware version and the Uniform Invoice Software version.

If you use the Uniform Invoice Software version of Mixed Tax Rates (5 Columns), 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.

What do you do if you want to tax some items at different rates than other items? In the traditional approach shown above, you either tax an item at the one rate or two rates, or don't tax the item.

Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Mixed Tax Rates (5 Columns) uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Mixed Tax Rates (5 Columns) without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

Firstly, we added the custom field "Product Type" to the Product database table. With this field you'll define the tax type of the product or item, which could be have a value of "beverage" or "non-beverage", or something like "General" or "Labor" - depending on your business requirements. Secondly, we added the custom field "Product Type" to the "InvBdy" database table, with exactly the same name and type as what defined in the Product database table; and add the custom field "Applied Tax Rate" to the "InvBdy" data table, which saves the actual rate applied to the current invoicing item.

Adding a custom field to the Product table in the database makes it possible to save the field value to database along with the other data of a product. For example, adding the custom field "Product Type" to the Product database table allows you to save the type, such as "General" or "Labor", to the database when you save a product or item. If you use Uniform Invoice Software version template Mixed Tax Rates (5 Columns) and add the custom field to the spreadsheet, the value is retrieved whenever you pick up a product on creating an invoice.

Adding a custom field to the "InvBdy" database table makes it possible to save the data on the invoice spreadsheet to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the "InvBdy" database table allows save the type value on the invoicing form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of Mixed Tax Rates (5 Columns).

When working with Uniform Invoice Software (UIS) version of Mixed Tax Rates (5 Columns), how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Mixed Tax Rates (5 Columns) and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

Naming a cell is easy in Excel, no matter you are using the free edition of Mixed Tax Rates (5 Columns) or the Uniform Invoice Software edition of Mixed Tax Rates (5 Columns), and the process is the same no matter which Excel version you are using - Excel 2003, Excel 2007, Excel 2010 or Excel 2013. To name a cell, after opening Mixed Tax Rates (5 Columns) firstly make the sheet is not protected, and then click the cell you want to name (or drag your mouse to select the range you want to name), and then enter the name into the name box on the formula bar. Note that Excel does not allow you to reuse an existing name in this way. For example, if a cell has already been named "oknTaxType" in Mixed Tax Rates (5 Columns), and you click and select an empty cell then enter the name "oknType" into the name box, Excel activates the cell with the name "oknTaxType" in Mixed Tax Rates (5 Columns), instead of naming the empty cell "oknTaxType". To name a new (empty) cell with an existing name, you have to firstly delete the exiting cell name, and then use this name to name the new cell. To delete an existing cell name, in Excel 2003 click Excel menu Insert > Name > Define to open the Define Name dialog box; in Excel 2007, 2010 and 2013, the Name Manager can be launched by going to the formulas ribbon tab, Defined Names group.

Mixed Tax Rates in an Invoice here is a sales invoicing sample, which means it includes shipping information on the form.

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. Mixed Tax Rates (5 Columns) adheres to this rule too.

This design, Mixed Tax Rates in an Invoice, has the "Product Type" and "Applied Tax Rate" placed outside of the printable area. What if you want to show these two columns on the printable invoicing form? It is easy actual to do - as mentioned above, all you need to do is to first adjust the existing columns to leave space for the two newly added columns, and then move in the two new columns.

To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Mixed Tax Rates (5 Columns), we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Mixed Tax Rates (5 Columns) as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Mixed Tax Rates (5 Columns).

The next step is to move the new columns added for this template, i.e. "Product Type" and "Applied Tax Rate" to the printable invoicing form.

Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Mixed Tax Rates (5 Columns) before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Mixed Tax Rates (5 Columns) is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Mixed Tax Rates (5 Columns) that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.

The result of moving the "Product Type" and "Applied Tax Rate" columns into the printable form can be found at Mixed Tax Rates in an Invoice (7 Columns).

Like other form designs here on InvoicingTemplate.com, Mixed Tax Rates in an Invoicing Form (5 Columns) is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c5034
NameMixed Tax Rates (5 Columns)
CategorySales Invoice Template
Release DateSunday, November 24, 2013
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Columns5
Lines12
Line Height (Points)19.50
Print Area$F$2:$N$40
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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