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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

screenshot for Sales Tax Invoice Format in Excel

Detail

This form has both the "Bill To" and "Shipping To" sections. It also has five columns: Description, Tax, Hours, Rate per Hour, and Amount.

The formula of the tax amount cells is 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 the tax amount based on the 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 "Taxable" is put outside the printable area, which is not printed when you execute the print command in Excel or when you execute the "Extract" command in our invoicing app.

Format and Specification

Template#c5001
Belongs to

Sales

Format (XLS or XLSX).xlsx
Columns5
Lines12
Line Height (Points)19.50
Print Area$G$2:$P$44
Papaer OrientationPortrait
Default Margins (Points)
Left36.00
Right36.00
Top72.00
Bottom72.00
PriceFree