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How to create a tax invoice

how to create a tax invoice

Things You'll Need


Open the Excel software. A new blank document appears when the program is fully launched. Save this document as "Tax Invoice."

Select the first cell of the document, A1, and enter "Seller Name and Address:" in the empty box. Select the edge of the cell and stretch the box to fully accommodate the words if they extend outside of the default cell area.

Select cell B1 and enter your business name and full address, including city, state and ZIP code as this information is required on all tax invoices. It is also a good practice to include your phone number. For example, "Brand XYZ, 123 Main Street, Anytown USA 90036, (555) 555-5555."

Format your address information properly within Excel by pressing the "Alt" and "Enter" keys at the same time when a new line is needed within the same cell.

Select cell A2 and enter the words "Date of Sale, MM/DD/YYYY:". Ensure cell B2 is formatted large enough to record this information on the date of sale.

Select a range of cells from A3 to cell D3 and down to the eight row by holding the "Shift" key while clicking cell A3 and then D8. Click on the Excel "Insert Tab" and select "Table." Your highlighted rows appear in the dialogue box, so you only have to select the box that states "my table has headers" to create the table.

Select the text "Column 1" and replace it with the words with "Product Name/Inventory number." Replace the text labeled "Column 2," "Column 3" and "Column 4" with "Price Per Unit," "Units Purchased" and "Total Cost" in that order.

Leave the table area blank as the individual sale details will be filled out at the time of purchase.

Select cell C9 and type in "Order Total:" and leave cell D9 blank. Make sure the cell

is large enough to accommodate a figure equal to your typical order total.

Select Cell C10 and type in the words "Tax Rate:" and leave cell D10 blank. Since tax rates change periodically, it is best to fill in the tax rate on an invoice-to-invoice basis.

Select Cell C11 and type in the words "Total Taxes Charged:". Leave cell D11 blank.

Select cell C12 and type in the words "Order Total with Taxes Charged:". Leave cell D12 blank but make sure it is large enough to hold the customer's grand total.

Go to cell A13 and create a cell titled "Miscellaneous Information:".

Click cell B13 and cell D18 to create a large, square selection. Go to the toolbar and select the paint bucket icon and choose a neutral color, such as white, to fill these cells.

Click on the border icon with the cells still selected and apply a border to all four sides of the cells as this creates a large box for inputting miscellaneous details related to your sale. If you sell fuel, required information you should include here is a vehicle identification number or license plate number. Businesses that deal primarily in goods or services do not require this information or any further details except on a case-by-case basis.

Select cell C20 and type in "Tax Invoice #:". Leave cell D20 open to record a unique tax invoice number for each order.

Select cell A21 and type in "Customer Signature." Select B21 and D21 and use the fill command to color the space white. Leave the area blank for a customer signature.

Use carbon paper between two copies of your tax invoice when filling out the form manually to preserve a copy for both yourself and the customer. If you fill out your invoice in the computer, print two copies and distribute them the same way.

Category: Taxes

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