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Download this if you want this design to be set as the default template by the installer program.
Screenshots and Images
The printed version.
Open the template in Excel.
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.
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.
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.
Mixed Tax Rates in an Invoice here is a sales invoicing sample, which means it includes shipping information on the form.
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.
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.
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).
Format and Specification
|Name||Mixed Tax Rates (5 Columns)|
|Category||Sales Invoice Template|
|Release Date||Sunday, November 24, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
January 13, 2018
- Moved the "InvoicingTemplate.com" logo placeholder from top-left to top-center.
- Applied new themed colors.
- Linked to the online document from the Excel template itself.
December 14, 2018
- Deleted all invalid cell names.
May 15, 2019
- Placed "Client#" under "Invoice#".