VAT & sales tax summary — free Excel template

A free tax summary for a filing period: each invoice with its net amount, the rate applied, the tax charged and the gross. Download it to total up a return by hand, or parse a quarter of invoices and receipts into these columns.

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What’s inside the vat & sales tax summary

The template is a single ready-to-use sheet with a frozen header row and one column per field. Its columns are:

  • Date
  • Supplier
  • Invoice #
  • Net amount
  • Tax rate
  • Tax amount
  • Gross amount
  • Currency

How to use this template

Two ways. Fill it in by hand as a plain spreadsheet — or, to skip the typing, upload your invoices to ParseForMe, pick this template as your export format, and the parsed data lands in these columns automatically. Map the fields once and every future document reuses the layout.

Who it’s for

Bookkeepers and small businesses assembling the numbers for a VAT or sales-tax return, where the tax has to be separated from the net on every document.

Frequently asked questions

Is the VAT & sales tax summary template free?

Yes — download the .xlsx and use it however you like. No signup is required just to download the template.

How do I fill it in automatically?

Upload your invoices to ParseForMe, then choose this template as your export format. Your parsed data lands in these exact columns — no manual typing.

Can I change the columns?

Yes. Edit the spreadsheet freely. If you re-upload your edited version as your export template, ParseForMe maps the parsed fields to your columns.

Try it on your own document

Drop a document to see the structured data come back.

Drop a document to try it — freeNo signup to start. Get 30 free tokens when you sign in.