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:
This form contains 84 lines and is printable on 4 pages of A4 paper.
The form has five columns in the detail section: "Part Number", "Description", "Quantity", "Unit Price", and "Line Total".
The form also contains a "Taxable" column in the detail section, implemented as a series of checkboxes. Each checkbox controls whether the current line is taxable.
If all your items are taxable and you don't want to show the "Taxable" checkboxes, you can remove all the taxable option boxes by following the steps detailed below:
- In Windows Explorer, copy the template file to backup it.
- Open the template in Excel.
- Click the "Design" button on the ribbon.
- Click to select one "Taxable" checkbox object, or push down the CTRL key on your keyboard and then click several "Taxable" controls one by one to select multiple controls.
- Release the keyboard CTRL key. Hit the DEL key on the keyboard. This deletes the selected objects.
- Repeat the above steps to delete all the other Taxable controls.
- The default formula for calculating tax looks like this:
=ROUND(IF(oknTaxType=0,0, oknTax1Rate * (oknLineTotalTaxable + IF ( oknTaxTotalIncludingShippingCost=0, 0, oknShippingCost ))), 2)
where "oknLineTotalTaxable" is the name of a hidden cell that calculates the taxable amount using Excel's array formula. Here, since all the items are taxable, you modify it to be:
=ROUND(IF(oknTaxType=0,0, oknTax1Rate * (oknSubtotal + IF ( oknTaxTotalIncludingShippingCost=0, 0, oknShippingCost ))), 2)
If you want to include the labor expenses (implemented as custom fields that calculate labor costs), then change the formula to:
=ROUND(IF(oknTaxType=0,0, oknTax1Rate * (oknSubtotal + oknLaborTotal + IF ( oknTaxTotalIncludingShippingCost=0, 0, oknShippingCost ))), 2)
- Once done, exit design mode.
- Save the template.