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Make an invoice.
Save the PDF.
Done.
Plenty of the tradies and sole traders I talk to are still fighting a clunky invoice template, so I built a simple one. Tick whether you’re registered for GST and it sets itself up as a tax invoice or a plain invoice, following the ATO’s rules for each.
It’s free. Your details stay on this device and nothing gets uploaded, not even your logo.
Runs in your browser · Saves on this device
Fill it in on the left.
Check it on the right.
When it looks right, hit Download PDF and choose “Save as PDF” in the print window. Your business details are remembered for next time.
Preview
This is what goes in the PDF.
What the ATO wants on an invoice.
Registered for GST?
Call it a tax invoice. It needs your business name and ABN, the date, what you sold (with quantity and price), the GST amount, and which items are taxable. Tick the GST box and this tool sets all of that up.
Not registered for GST?
It’s just an invoice. Don’t call it a tax invoice and don’t add GST. Leave the GST box unticked and that’s what you get.
$1,000 or more?
A tax invoice for $1,000 or more (including GST) also needs your customer’s name or ABN. The customer ABN field shows up once you cross that line.
How the GST is worked out
GST is 10% of the price before GST, which is the same as 1/11 of the price including GST. I add up the taxable items first, then work out the GST once and round it to the nearest cent. That’s the ATO’s “total invoice rule”, so your subtotal, GST and total always add up.
Why include your ABN?
It has to be on a tax invoice. Even if you’re not registered for GST, a business customer may have to hold back tax from your payment if you don’t quote an ABN.
Where’s my data?
In this browser, on this device. Your details are saved locally so you don’t have to type them twice. Nothing is uploaded and there’s no tracking. The ABN check is maths only. It doesn’t look anything up online.
Sources: ATO, Tax invoices and Setting up your business invoices. ABN check: ABN Lookup, Format of the ABN.
Want this kind of thing automated for your business?
I set up tools like this around the way your business already works.