Simple Invoice with Tax in Excel (Basic)

This free simple Excel invoice automatically calculates tax for you based on the applicable tax rate. It’s available in Basic design.

Simple Invoice with Tax in Excel (Basic)
Excel Template
Free for personal or commercial use. © General Blue

This Basic invoice is a helpful tool when doing business transactions with customers or clients who have purchased goods or products from your company. This simple invoice template automatically calculates tax based on the applicable tax rate.

Designed with formulas, you can save time while editing this simple invoice in Excel since all sections needing calculations are autogenerated. Just enter the details needed and the template will display all the calculations for you. The invoice with tax rate calculation is available in multiple formats and themes. All invoice templates are free to edit, print, share, or download.

This simple blank invoice is the perfect version to use as it features light colors, so you can save ink/toner when printing it out. However, if you wish to redesign it, feel free to do so. It also has simple features, making it easy to use or customize. You can add rows/columns for any additional information. Customize the template according to your needs. You can also use it as reference for creating your own invoice template.

To complete your invoice, you only need to fill out very basic information. Sections featured in this simple invoice sample form include the date, invoice #, where the invoice came from, bill-to address, description, quantity, unit price, total, subtotal, tax, total amount due, tax rate, and payment terms. Instructions are provided below for your reference.

Instructions:

  1. Fill out the date and invoice number. This is indicated at the top section of the invoice template. Here, you need to indicate the date when the invoice is created as well as the invoice number for your client. The invoice number usually starts with 1 and increments over time. If you have a long-term contract with your client, it is an essential part of your invoice as it helps in tracking all invoices.

  2. Enter your company information. Enter your company name and business address in this section. It includes the street address, city, state, and zip code.

  3. Enter the bill-to information. Enter the billing address of the person or company whom you have sold the goods/products to. The bill-to information includes the name (or company name) of your client, their address, city, state, and zip code.

  4. List all goods/products sold to your client. Under the description column, list all the goods/products sold to your client or customer. Each item listed should have a corresponding quantity and unit price entered on the same row.

  5. Input the quantity and unit price for each item listed. After listing down all the goods/products sold, you should enter its corresponding quantity and unit price on the same row. Once these details are entered, sections for the total, subtotal, and total amount due should auto-calculate.

  6. Enter the tax rate. Enter the tax rate on the section provided. Once tax rate is entered, actual dollar amount of tax should be auto calculated. The amount generated will be automatically added in the total amount due, along with the subtotal.

  7. Enter the payment terms. Enter the agreed payment terms between you and your client. Most common payment terms are Net 30 or Net 15. Net 30 means your client has 30 days to complete the payment, and 15 days for Net 15.

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