HOW TO: Add Taxable and Non-Taxable Items on One Invoice
© Tierney /Adobe Stock
At times you may need more than just a simple invoice template, because invoicing isn’t always straightforward.
Sometimes you may need to create an invoice with taxable items. Sometimes you might need one with non-taxable items.
And sometimes...you need to include both!
Don’t worry, we’ve got you covered. With Invoice Home it’s easy.
Here’s how to add taxable and non-taxable items to the same invoice.
Desktop
1. Sign in to Invoice Home here.
2. Click on an invoice in your document list to open it, or create a new one.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/034/original/300-templates-1.png?1627641821)
3. Click the edit tab.
![Click the Edit Tab Click the Edit Tab](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/041/original/how-to-copy-button-04.1.png?1627652973)
4. Click the “Add a Tax” button.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/059/original/add-a-tax-button-eng.png?1628854615)
5. Click “Add New Tax”.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/162/original/taxes-desktop-english-001.png?1630405904)
6. Enter the tax name, and percentage rate. Click “Save Tax”
![“Enter “Enter](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/163/original/taxes-desktop-english-002.png?1630421059)
7. Click on the name of the tax you created.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/164/original/taxes-desktop-english-003.png?1630421371)
That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Click the “Add New Item” button. The tax rate will be automatically added.
![“Add “Add](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/064/original/add-new-item-eng.png?1628859925)
2. To remove it, click the blue arrow.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/065/original/click-blue-arrow-eng.png?1628859962)
That's it! Now you have taxable and non-taxable items on one invoice.
Android
1. Open the Invoice Home App.
2. Tap on an invoice in your document list to open it, or create a new one.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/092/original/8.png?1629381081)
3. Tap the edit tab.
![Click the Edit Tab Click the Edit Tab](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/093/original/9.png?1629381197)
4. Tap “Add or Edit Items”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/157/original/taxes-android-english-010.png?1630065745)
5. Tap on the name of the item.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/136/original/taxes-android-english-002.png?1629889798)
6. Tap “Add or Edit Taxes”
![“Enter “Enter](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/137/original/taxes-android-english-003.png?1629892051)
7. Tap “New Tax”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/138/original/taxes-android-english-004.png?1629892162)
8. Enter “Tax Name”, “Tax Rate %”, and check the “Compound Tax?” box if it is a compound tax. Tap the “OK” button.
![“Enter “Enter](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/139/original/taxes-android-english-005.png?1629972133)
9. Tap “OK”.
![“Enter “Enter](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/154/original/taxes-iOS-english-015.png?1630056186)
10. Tap the back arrow in the upper left side of the screen.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/141/original/taxes-android-english-007.png?1629973370)
That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Tap “Add or Edit Items”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/157/original/taxes-android-english-010.png?1630065745)
2. Tap “New Item”. The tax rate will be automatically added.
![“Add “Add](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/159/original/taxes-android-english-011.png?1630076217)
3. Enter the relevant details in the “Description” and “Amount” fields. Tap the box next to the tax with the blue check mark. Tap “OK”.
![“remove “remove](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/143/original/taxes-android-english-009.png?1629975572)
The tax is now removed from this item.
That's it! Now you have taxable and non-taxable items on one invoice.
Invoice Home App - iOS
1. Open the Invoice Home App.
2. Tap on an invoice in your document list to open it, or create a new one.
![“Click “Click](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/097/original/13.png?1629381371)
3. Tap the edit tab.
![Click the Edit Tab Click the Edit Tab](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/144/original/taxes-iOS-english-001.png?1629976374)
4. Tap “Add or Edit Items”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/145/original/taxes-iOS-english-002.png?1629976576)
5. Tap on the name of the item.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/158/original/taxes-iOS-english-018.png?1630073588)
6. Tap “Add or Edit Taxes”
![“Enter “Enter](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/146/original/taxes-iOS-english-004.png?1629977177)
7. Tap “New”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/147/original/taxes-iOS-english-006.png?1629977927)
8. Enter “Tax Name”, “Tax Rate %”, and check the “Compound Tax?” box(if it is a compound tax). Tap the “OK” button.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/156/original/taxes-iOS-english-017.png?1630060700)
9. Tap the “OK” button.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/155/original/taxes-iOS-english-016.png?1630060658)
10. Tap the blue back arrow at the top left of the screen.
![“tap “tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/160/original/taxes-iOS-english-019.png?1630076620)
11. Tap “Save”.
![“Tap “Tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/150/original/taxes-iOS-english-009.png?1629984657)
That's it! You've added a taxable item to your invoice.
Here's How to Remove a Tax from an Item on Your Invoice
1. Tap “Add or Edit New Item”. The tax rate will be automatically added.
![“Add “Add](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/145/original/taxes-iOS-english-002.png?1629976576)
2. Tap “New”.
![“tap “tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/152/original/taxes-iOS-english-011.png?1629984969)
3. Enter the “Description” and “Amount”, and uncheck the box next to the tax. Tap “OK”.
![“tap “tap](https://dehz8kp5hjgwh.cloudfront.net/blog_attachments/files/000/001/153/original/taxes-iOS-english-012.png?1630053982)
The tax is now removed from this item.
That's it! Now you have taxable and non-taxable items on one invoice.
Thank you for using Invoice Home!