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Tax Invoice Template

Issuing a tax invoice is necessary to prove the delivery of goods or services. Given that all GST taxpayers are expected to issue one, the oto generator can ensure you get it right on the first try.

New Invoice

From

Invoice Date

Due Date

Items

Item/Service

Quantity

Price

Unit

$0.00

Add Discount/Tax

Add Notes

Total $0.00Client

Service Price

Build Your First Invoice & Get Paid Faster

Our invoice templates are available in Google Docs, Google Sheets, Word, PDF, Excel, Canva, Notion, Figma, and Illustrator. Simply hit the download button, update the invoice with your design logo and branding, fill in the details, and you’re ready to hit send!

How to make an invoice with tax with oto What to add in an invoice with tax How to send an invoice with tax When to send a taxed invoice How to add tax correctly in an invoice How to charge taxes when preparing a tax invoice

How to make a tax invoice with oto Bookkeepers and tax consultants need a way to bill for their services. The oto invoice generator widget provides you with a fast and efficient way to improve your cash flow. It enables you to create an invoice following approved invoicing formats without losing sight of your work. The oto template maker ensures that your invoice captures accurate service details, regardless of whether you bill per hour or charge a flat fee for your tax consultancy. The invoice generator allows you to plug in your information, calculate the taxable amounts, and get a total fast.

Simply follow these steps:

1. Choose your currency

2. Enter your name

3. Enter your client's name

4. Invoice issue date

5. Invoice due date

6. Enter your services and describe what you offered

7. Add tax or discount

8. Add special notes or payment information

What to add in an invoice with tax

1. Invoice number and date

Include the invoice number and date at the top of the invoice to make it easy for the client.

2. Business and Information

This is where you include you or your business name, address, number, email, or any other info you see necessary

3. Client information

This is where you include the client’s name, address, number, email, or any other info you see necessary.

4. Description of work and rates

Include a short description of the work you did, the quantity delivered or hours worked, and the price for each item.

5. Discounts, tax, and total amount

Add any discounts, your tax, and include the total amount needed to be paid at the bottom

6. Notes

Include any notes you have, if there are any, at the end of the invoice

How to send an invoice with tax

For you to collect payment for the goods or services delivered, you must begin by deciding on your preferred mode of invoicing. Depending on your proficiency level, this can be as easy as using the oto template maker to create a customizable template. The simplest and fastest way to send an invoice is by email. It allows you to attach an uneditable invoice in PDF format to help prevent fraud. Make sure to include a brief description of your company and of the invoice in its body.

When to send a taxed invoice

It’s your call to decide when to issue a tax invoice. Depending on your agreement with the client, you can send it before or after providing a service. If the agreement is to invoice after the service is delivered, make sure to send it within 30 days from the date of provision

Thirty days is the maximum permitted time under the law.

How to add tax correctly in an invoice

Understanding how to add tax correctly in an invoice can go a long way in helping your business to continue operating efficiently. Below is a step-by-step guide on how to calculate tax in your tax invoice template:

Start by identifying the type of transaction that has taken place. If dealing with the sale of goods or services, make sure to apply a sales tax.
Establish the current applicable sales tax. If you don’t have an accountant, make sure to confirm with the jurisdictions where your business operates.
Add the sales tax rate to one, and proceed to multiply this amount by the total sale
Make sure to list the added tax on your invoice. Here, note the total tax, your new total, and the tax rate you have used in your calculations.

How to charge taxes when preparing a tax invoice

Working as a freelancer is hectic in its own right, making it even more necessary to ensure you get paid the correct amount. Depending on your niche, how you calculate the taxes owed will depend on the pricing criteria you have employed in your work.

With this in mind, the most popular pricing methods used by freelancers today are: