Multiple Tax Rates on One Invoice

How is it possible to tax things differently? With this template, you can provide a tax group (i.e., tax type) for each item. Then, various tax rates are imposed in accordance with the tax classification of each item.

Related templates:

• Mixed Tax Rates (5 Columns) (c5034)
• Mixed Tax Rates (7 Columns) (c5035)

Note: Because this template's formulas are extensively modified, the options on the "Taxes" tab of the "Settings" window may not work. If you want to further customize this template, you have to do that manually without relying on the options on the "Taxes" tab of the " "Settings" window.

You specify the tax type of a product using the "Product Edit" window. The defined types are: TAX0, TAX1, and TAX2.

When creating an invoice, you pick up a product. The sheet uses the following formula to calculate the first tax:

=ROUND(SUMIF(oknProductType_1:oknProductType_12,"=TAX1",
oknLineTotal_1:oknLineTotal_12)*oknTax1Rate+
SUMIF(oknProductType_1:oknProductType_12,"=TAX2",
oknLineTotal_1:oknLineTotal_12)*oknTax1Rate,2)

The formula tests the product type, and if it is "TAX1" or "TAX2", the corresponding line total is added. Then, the sum is multiplied by the first rate to get the amount of the first tax.

The second tax formula works in a similar way.

=ROUND(SUMIF(oknProductType_1:oknProductType_12,"=TAX2",
oknLineTotal_1:oknLineTotal_12)*oknTax2Rate,2)

The formula tests the product type, and if it is "TAX2", the corresponding line total is added. Then, the sum is multiplied by the second rate to get the amount of the second tax.