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Calculate tax and w/out tax

I'm creating an invoice for services provided for our business. Essentially we dispatch service technicians out to businesses we use numbers to type out our service orders and with a calculated invoice total for product and services rendered.

However our services are not taxed but our products are. basically Line 1 of the invoice grid is our dispatch service rate and the descending lines below it our product lines that are taxable.


How can I use one grid to calculate the total invoice that has both the taxable and not taxable product lines?


For example:



DescriptionQuantityUnit PriceCost
Dispatch SVC p/h2$150.00$150.00
Product 11$49.00$49.00
Product 21$29.00$29.00
Subtotal$228
Tax8.5%

$19.38

Amount Due$247.38


Essentially if the Dispatch was calculated without tax it should look like:


For example:



DescriptionQuantityUnit PriceCost
Dispatch SVC p/h2$150.00$150.00
Product 11$49.00$49.00
Product 21$29.00$29.00
Subtotal$228
Tax8.5%

$6.63

Amount Due

$234.63




Any ideas?



thanks!

Posted on Sep 24, 2011 2:41 AM

Reply
3 replies

Sep 24, 2011 10:41 AM in response to Applexometa

I would do the following:

1) Create a table of zip code and tax rates (or some other lookup for tax rates... maybe county)

2) make a table of products which includes a code, description, Unit Proce, taxable indicator

3) make an invoice form where you enter the code and Qty which will perform the calculations


Here is my attempt to do this... I put all this on the same sheet but I think were you to use something like this you want the items in the gray box on a separate sheet (maybe called setup) and then 1 invoice per sheet which references the "Setup" sheet.


User uploaded file

User uploaded file


In this example the "Invoice" looks up the Descrition, Unit price and whether the item is taxable base on you entering:

1) a Code

2) a Qty for (1)

3) the zip


Description Row 2 = IFERROR(VLOOKUP(A2, Sales Items :: $Code:$Unit Price, 2, 0), IF(ISBLANK(A2), "", "Could not find item"))

Unit Price Row 2 =IFERROR(VLOOKUP(A2, Sales Items :: $Code:$Unit Price, 4, 0), IF(ISBLANK(A2), "", 0))

Tax Row 2 =IFERROR(IF(VLOOKUP(A2, Sales Items :: $Code:$Unit Price, 3, 0)=TRUE, $E$13*F2/100, 0), "")

Ext Cost Row 2 =IF(ISBLANK(A2), 0, B2*(D2))

Tax Rate (the cell between "Tax" and "6.63" =VLOOKUP(B12, Tax Rate :: A:B, 2)

Sub-Total =SUM(F2:F11)

Amt Due =SUM(F12:F13)


I hope this helps

Sep 25, 2011 2:37 AM in response to Applexometa

Here is the layout which I used when I had three tax rates : 0.0%, 8.5%, 19.6%


User uploaded file

In the standard cells of column 5 are popups allowing to select the tax rate.

If the kind of products allow that, we may replace the popups by a LOOKUP() formula.


Here I used the ability to have five footer rows but we may achieve the same goal with standard rows.

In C11, the formula is :

=SUMIF($E$2:E7,B11,$D$2:D7)

In C12, the formula is :

=SUMIF($E$2:E7,B12,$D$2:D7)


I apologize. I forgot to define the format of the cell D11 which is supposed to display 34,00


Yvan KOENIG (VALLAURIS, France) dimanche 25 septembre 2011 11:36:50

iMac 21”5, i7, 2.8 GHz, 4 Gbytes, 1 Tbytes, mac OS X 10.6.8 and 10.7.0

My iDisk is : <http://public.me.com/koenigyvan>

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Calculate tax and w/out tax

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