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Settings / Taxes Tab

- Document for Excel Invoice Manager

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This version of the document, "Settings / Taxes Tab", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Click the Settings button on the Invoice worksheet to open the Settings window. This is where you set the tax options for your invoice template.

Invoice settings - taxes
Taxes tab (Click to enlarge)

The options on the Taxes tab control how the workbook calculates taxes. You can choose No Taxes, One Tax, or Two Taxes. The tax name is a description string for the tax charges (GST, VAT, etc), and it will appear on your invoices and reports. The tax rate (a percentage) here is a default value that will be used to update the tax rate value on the Invoice worksheet each time you click the Clear & New button.

Tax invoice total including shipping costTax 1 and tax 2 are calculated on the sum of the Subtotal + Shipping Cost
Tax 2 is applied to tax 1Tax 2 is calculated on the sum of the Subtotal + Tax1
Tax rate can be zeroBy default tax rates cannot be set to zero. If you check this option, you can set the tax rates to zero. This is useful if most of your customers do not have sales tax, but a few do.

You still can set the tax rates on a per-invoice basis when creating invoices, by entering the tax rates directly into the cells named oknTax1Rate and oknTax2Rate. However, this applies to the standard template only. If you are using a customized version of the template, the per-invoice tax rates feature may not work properly.

Excel Invoice Manager is flexible enough that allows you to define your own taxes. You can even modify the formulas to calculate taxes. However if you do this, please don´t use this tab to set tax options. See Invoice Template with Support for Product-Type Specific Tax Rates for a sample on customizing taxes.