How to use it in Microsoft Excel
- 1
Download the .xlsx file and open it in Excel. Click Enable Editing if Excel asks.
- 2
Type your business details and the client’s into the header cells.
- 3
Enter a description, unit cost, and quantity on each row. The Amount column fills itself in.
- 4
Type your tax rate in the Tax Rate cell. Subtotal, Tax, and Invoice Total update automatically.
- 5
Insert extra rows inside the item block if you need them, then copy an Amount formula down.
- 6
Choose File, Save As, PDF to create the copy you send.
A SUMIF does the work
The Taxable subtotal cell uses SUMIF to add the Amount of every row marked Yes. Tax is then the rate times that figure, and Total due adds the full subtotal and the tax. Change a Yes to a No and the tax falls instantly while the subtotal stays the same.
Avoiding the usual mistakes
Type Yes or No exactly; the formula ignores Y or N. Keep the quantity and price cells numeric with no currency symbols. If you add rows, insert them inside the item block so both the subtotal and the SUMIF range grow with them.
Tips
- Add a data validation dropdown to the Taxable column to prevent typos.
- Show your tax registration number in the header when you charge tax.
- Save a PDF copy with File, Save As before sending.
Questions about this template
Can I use two tax rates?
This template has one rate. The Multi-Tax Excel Invoice applies two rates to the subtotal.
What if everything is taxable?
Mark every row Yes, or use our standard Excel Invoice Template, which taxes the whole subtotal.
Does it open in Google Sheets?
Yes. Upload the .xlsx to Drive and open it with Sheets; SUMIF works the same way.
