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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 Mixed Tax Rates (5 Columns)

Detail

You can use this custom template to apply different tax rates to different invoiced items.

If you are selling both beverages and non-beverage products, they must be charged at different tax rates. For example, beverage tax must be at 3.0%, and non-beverage tax must be at 5.0%. If you are selling both general products (goods) and labor (service) to customers, they usually have different rates.

First, 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 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 is defined in the Product database table, and added the custom field "Applied Tax Rate" to the "InvBdy" data table, which saves the actual rate applied to the current invoicing item.

The "Product Type" and "Applied Tax Rate" fields are placed outside of the printable area. What if you want to show these two columns on the printable 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) (c5035).

Format and Specification

Template#c5034
Belongs to

Sales

Format (XLS or XLSX).xlsx
Columns5
Lines12
Line Height (Points)18.00
Print Area$F$3:$N$41
Papaer OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35
PriceFree