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Free Tax Invoice Templates (Word, Excel, PDF)

Downloadable Tax Invoice Template for FREE

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Tax Invoice Templates

Tax Invoice Templates in Excel

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Tax Invoice Template
Tax Invoice Template Excel
Tax Invoice Template
Tax Invoice Template Excel
Tax Invoice Template
Tax Invoice Template Excel
Tax Invoice Template
Tax Invoice Template

Tax Invoice Template in PDF (Add invoice details and download it in PDF format.)

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Tax Invoice Templates in Word

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Tax Invoice Template
Tax Invoice Template
Tax Invoice Template
Tax Invoice Template
Tax Invoice Template
Tax Invoice Template
Tax Invoice Template
Tax Invoice Template

Tax Invoice Templates

A customer asks for a tax invoice. You send a plain invoice. Their accountant rejects it, and the payment waits while you reissue it.

This page gives you a free tax invoice template in Word and Excel, with an online form for a PDF. You also get the tax invoice format, a worked sample tax invoice with the math shown, and what Australia, the UK, Canada and the US each require. Rules verified in November 2026.

What is a tax invoice?

A tax invoice is an invoice that states the tax you charge. It shows your tax registration details, the tax rate or amount, and the total. Your customer uses it to prove the tax they paid, and often to claim it back.

Some countries name it in law. Australia and Canada tie it to their goods and services taxes. The UK calls it a VAT invoice. The US has no single tax invoice form, so a US seller adds a sales tax line to a normal invoice.

The names differ. The job does not. You show what was sold, what tax applies and who charged it.

Free tax invoice template: Word, Excel and PDF

Refrens gives you three routes. Pick by how you work.

  • Tax invoice template Word. What you get: An editable Word file. Account: None. Limit: Unlimited downloads.
  • Tax invoice template Excel. What you get: An editable Excel file. Account: None. Limit: Unlimited downloads.
  • Online invoice generator. What you get: A PDF tax invoice. Account: Free account. Limit: 15 documents a year across all document types.

The Word and Excel files download at once, with no signup and no email. They carry a small Refrens branding at the bottom of the page, and you can remove it. The PDF comes from the online form on this page, which needs a free account. If 15 documents are not enough to judge the product, a Refrens sales person or account manager can extend your trial.

Use a free tax invoice template in three steps:

  1. Pick a template. Choose a Word or Excel layout in the gallery above. Excel suits invoices with many lines.
  2. Fill in the sale. Add your details and tax number, the customer's details, each item, its price and its tax.
  3. Check and send. Recalculate every line yourself. Save the file as a PDF, such as a tax invoice template PDF, so the customer cannot edit it.

Need a blank tax invoice template? Download the Word or Excel file and leave the fields empty. Fill them per sale.

Tax invoice format: the fields that matter

A tax invoice format has a core that most countries share. Use these fields, then add what your country asks for.

  • Label "Tax Invoice". What it settles: That the document supports a tax claim. What to enter: The words "Tax Invoice" at the top.
  • Your name and tax number. What it settles: Who charged the tax. What to enter: Registered name and number.
  • Invoice number. What it settles: Which invoice the customer pays. What to enter: A new number each time.
  • Invoice date. What it settles: The date you issued the invoice. What to enter: An exact date.
  • Supply date. What it settles: When the sale happened. What to enter: Add it if it differs from the invoice date.
  • Customer details. What it settles: Who bought. What to enter: Name, plus address or tax number where the law asks.
  • Description, quantity, unit price. What it settles: What was sold. What to enter: One line per item.
  • Tax rate and amount. What it settles: What tax you charged. What to enter: A rate and an amount per line, or one total.
  • Total. What it settles: What the customer owes. What to enter: The sum of the lines plus tax.

Two fields cause most rejections: a missing tax number and a missing tax amount. Fill both on every invoice.

Tax invoice requirements: Australia, UK, Canada and US

Local law decides your fields. These are the rules on official pages, checked in November 2026. This is general guidance, not legal or tax advice.

  • Australia
  • What the authority says: A tax invoice for a sale under AUD 1,000 shows: the words tax invoice, your identity, your ABN, the issue date, a brief description with quantity and price, the tax amount (or a statement that the total includes tax), and the extent to which the sale is taxable. At AUD 1,000 or more, add the buyer's identity or ABN. If a customer asks, you must supply one within 28 days. Sales of AUD 82.50 or less, tax included, are exempt from that request rule.
  • Source and date shown: Australian Taxation Office, page updated 18 September 2026
  • UK
  • What the authority says: A full VAT invoice shows a unique sequential number, the supply time, the issue date, your name, address and VAT number, the customer's name and address, a description, quantity, unit price, the VAT rate and amount per item, the total excluding VAT and the total VAT in sterling. Issue it within 30 days of the supply. A non-retailer may use a simplified invoice at GBP 250 or less.
  • Source and date shown: GOV.UK, VAT Notice 700/21 (updated 18 March 2024) and HMRC manual VATREC5010
  • Canada
  • What the authority says: Rules set what a supplier's documents must show for a buyer to claim input tax credits. Under CAD 100: supplier name, date, total. CAD 100 to under 500: add the supplier's tax registration number and the tax amount or an included-tax statement. CAD 500 or more: add the recipient's name, the payment terms and a description of each supply.
  • Source and date shown: Justice Laws website, Input Tax Credit Information Regulations, current to 19 October 2026
  • US
  • What the authority says: We found no federal tax invoice form on official sources. States and local areas set sales tax: "Most states and municipalities have a sales tax." Check your state's revenue department for what a sale must show.
  • Source and date shown: USAGov, updated 11 December 2025

Official pages: Australian Taxation Office, tax invoices, GOV.UK, VAT record keeping, Justice Laws, input tax credit regulations, USAGov, state taxes.

An Australian tax invoice for a sale of AUD 1,000 or more must show the buyer's identity or ABN as well as the seller's ABN. Build your template once with the stricter fields, then drop what a small sale does not need.

Tax invoice example: a sample tax invoice with the math

This sample tax invoice bills one customer for three items. One item carries no tax. Copy it as a tax invoice example and swap in your rate. The business and every number are illustrative, and the 10% rate is a stand-in.

  • Support hours, Mar 4 to 15: Qty 12, Unit price 95.00, Taxable Yes, Amount 1,140.00
  • Hosting setup: Qty 1, Unit price 400.00, Taxable Yes, Amount 400.00
  • Printed training guide: Qty 1, Unit price 200.00, Taxable No, Amount 200.00
  • Taxable subtotal: Amount 1,540.00
  • Tax at 10% on 1,540.00: Amount 154.00
  • Non-taxable subtotal: Amount 200.00
  • Total due: Amount 1,894.00

The sum: 12 × 95.00 = 1,140.00. Add 400.00 for 1,540.00. Tax is 154.00. Add the 200.00 guide: 1,540.00 + 154.00 + 200.00 = 1,894.00.

This invoice states the taxable part, the tax, and the part with no tax. That split is what an Australian tax invoice calls the extent to which the sale is taxable. It also keeps a buyer's accountant from asking what the tax applies to.

Tax invoice format in Word or Excel?

Pick by the work in front of you.

  • Tax invoice format in Word. Best for a one-off sale with a few lines. You type, check and save a PDF.
  • Tax invoice format in Excel. Best for many lines or a list of items you reuse. Excel keeps columns aligned.
  • PDF from the online form. Best when you want a clean file fast and a record of what you sent.

Mistakes that get a tax invoice sent back

  • Wrong label. Australia asks for a document meant to be a tax invoice. Put "Tax Invoice" at the top.
  • No tax number. The customer cannot claim the tax without it. Add yours to the header.
  • Tax inside the price with no statement. If the total includes tax, say so in words.
  • Wrong date. UK invoices have a 30-day window from the supply. Date the invoice when you issue it.
  • Missing buyer details on a large sale. Australia adds a buyer identity at AUD 1,000. Canada adds recipient details at CAD 500.
  • One rate for everything. Items with no tax need their own line, as in the sample.

Tax invoice vs invoice, proforma and commercial invoice

  • Tax invoice. When to use it: You charge tax and your customer may claim it back.
  • Proforma invoice. When to use it: You quote a price before the sale is final.
  • Commercial invoice. When to use it: You ship goods across a border.
  • Delivery note. When to use it: You hand over goods and record what arrived.

Ordinary invoice with no tax? Use a free invoice template or an Excel invoice template. Looking for more tax invoice templates? Every layout in the gallery works as a template for tax invoice use once you add the tax line and your tax number.

From a tax invoice template to Refrens

A template handles one invoice. Past ten, the work repeats: retyping customer details, chasing payments, matching totals.

Refrens tax invoicing software takes that work over:

  • Turn a quotation into an invoice in one click. Start with quotation software with tax calculation.
  • Set up recurring invoices for repeat customers.
  • Send reminders by WhatsApp and email.
  • Share an invoice by link and see when the customer opens it.
  • Invoice in 150+ currencies, with an exchange rate on the document.
  • Add the customer's purchase order number to each invoice.

The free plan covers 15 documents a year. Refrens branding appears on free documents. Teams that send a few invoices a month can stay on templates. If you invoice weekly, move to the software.

Want to check a rule before you send? Open the official page for your country in the table above. Then download the free tax invoice template and fill in your numbers.

Frequently asked questions

What is a tax invoice?

A tax invoice is an invoice that shows the tax you charge, your tax registration details and the total. Customers use it to prove the tax they paid and often to claim it back. In the US, a seller adds a sales tax line to a normal invoice.

What must a tax invoice include?

It must include your name and tax number, the date, a description of the items, the price and the tax amount. Exact fields depend on the country. Australia needs an ABN and the words tax invoice. The UK needs a sequential number and the VAT rate per item. See the table above.

Is there a free tax invoice template?

Yes. Refrens offers a free tax invoice template in Word and Excel with no signup. The PDF comes from the online form with a free account, and the free plan covers 15 documents a year across all document types.

What is the difference between a tax invoice and an invoice?

A tax invoice carries tax details that let your customer claim the tax. A plain invoice may show only the price. If you charge tax, send a tax invoice.

Do I need a tax invoice in the US?

The US has no federal tax invoice form that we could confirm on an official source. States and local areas set sales tax, so check your state's revenue department. Add a sales tax line and your business details to a standard invoice.

Can I get an official tax invoice for business travel?

Ask the travel provider that charged you. A tax invoice comes from the seller, not the buyer. If your trip was in a country with tax invoice rules, the provider's invoice must show its tax number and the tax charged.

About Refrens - Refrens is invoicing and quotation software for small businesses, freelancers and service businesses. Create invoices, send quotations and collect payments in one place.

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