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This sample template for VAT invoicing with VAT rate and amount column is the second sample of customizing VAT Invoice Template with 2 Separate Rates. It differs from the original Excel templates in that this one has both the VAT rate and the VAT amount column moved into the printable spreadsheet form.
The previous example, VAT Invoicing Template with VAT Rate and Amount Column (c6002), demonstrated how to create a new Excel invoicing template from c5005, which complies with the UK HMRC requirements of showing "the rate of VAT that applies to what's being sold". This sample Excel template shows the VAT amount column too.
If you are interested in this free Excel invoicing template please go to the download page and choose the format you like. If you are interested in the implementation details then please read on.
If you are registered for VAT you must give any VAT-registered customers a VAT invoice for any standard-rated or reduced-rated goods or services you sell them. If you are a retailer, you do not need to issue a VAT invoice or receipt unless your customer asks for one. As a VAT-registered supplier, you may be liable to a fine if you do not issue a VAT invoice for a supply you have made when asked to do so by a VAT-registered customer.
This Excel template, just like the default template shipped with Invoice Manager for Excel (UIS), has two taxes defined on the invoicing form.
According to UK HM Revenue & Customs VAT invoices, what they must show, it must show:
- An invoice number which is unique and follows on from the number of the previous invoices - if you spoil or cancel a serially numbered invoices, you must keep it to show to a VAT officer at your next VAT inspection.
- The seller's name or trading name, and address.
- The seller's VAT registration number.
- The invoicing date.
- The time of supply (also known as tax point) if this is different from the invoicing date.
- The customer's name or trading name, and address.
- A description sufficient to identify the goods or services supplied to the customer.
- The rate of any cash discount.
- The total amount of VAT charged expressed in sterling.
For each different type of item listed on the form, you must show:
- The unit price or rate, excluding VAT.
- The quantity of goods or the extent of the services.
- The rate of VAT that applies to what's being sold.
- The total amount payable, excluding VAT.
In order to adhere to these rules and requirements, we added several custom fields to the default database shipped with UIS.
If you installed UIS and start the Custom Field Manager, you'll easily find out what custom fields we've added to the database that runs with VAT Invoice Template with VAT Rate and Amount Column - To both the Customer and "InvHdr" tables, the new field "VAT ID" was added; to the Product table, "Tax Category" was added; To the "InvBdy" table, we added 4 custom fields to it, including "Applied Tax Rate", "Category", "Line Tax", "Tax Category". These custom fields added to the database tables are then mapped to Excel cells / columns according the rules described above.
Format and Specification
|Name||VAT Invoicing Template with VAT Rate and Amount Column|
|Category||Sales Invoice Template|
|Release Date||Monday, May 12, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
August 27, 2018
- This template was updated to be compatible with UIS 6.