Settings - Taxes Tab
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.
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.
| Option |
Action |
| Tax invoice total including shipping cost |
Tax 1 and tax 2 are calculated on the sum of the Subtotal + Shipping Cost |
| Tax 2 is applied to tax 1 |
Tax 2 is calculated on the sum of the Subtotal + Tax1 |
| Tax rate can be zero |
By 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.
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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.
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EXCEL INVOICE MANAGER