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Adding Tax Column in a WooCommerce Invoice

Last updated on January 17, 2024

WebToffee’s WooCommerce PDF invoices, packing slips, and credit notes plugin allow the addition of tax column to invoices. The steps to add a tax column are as follows:

  1. Choose a Premium template that supports tax.
  2. Enable the Tax item and Total tax and customize its display format.
  3. Include/Exclude tax from Price and Total price.

The following image shows a sample invoice that uses a premium template with added tax columns. Here Price and Total price of each line item are inclusive of tax. The format of the tax items is set as Separate column, to show tax as amount and rate in two different columns.

Sample invoice with customized tax

Prerequisite

  1. Install and activate the WooCommerce PDF invoices, packing slips, and credit notes plugin.
  2. Set up tax in WooCommerce. Click here to learn more.

Steps to add a Tax Column in a WooCommerce invoice

  1. Choose a premium template that supports the tax.
    1. Head to Invoice/Packing > Invoice > Customize tab.
    2. Click on Create new template and select a premium template from the Choose a layout dialog box.
Premium templates that support tax
Premium templates that support tax
  1. Enable Tax item and Total tax and customize its display format.
    1. Scroll down and click on the Product table of the active template. The Editor pane on the right side will display an enlarged version of the Product table, where you can add additional features.
    2. Within the enlarged product table, enable Tax items value and Total Tax label by marking the respective checkboxes.
    3. From the Tax items value dropdown, select your preferred format. Similarly, do it for Total tax value as well. These values allow choosing how the columns ‘Total tax’ or ‘Tax items’ should be displayed in the invoice.
Enabling Tax items and Total tax
Enabling Tax items and Total tax
  • The Available formats are :
    • Amount
    • Rate
    • Amount with rate
    • Separate column (only for Tax items )
  1. Include/Exclude tax from Price and Total price.
    • The plugin aligns with the WooCommerce tax settings, reflecting the chosen price display (inclusive or exclusive of tax) on invoices. To alter WooCommerce tax settings, go to WooCommerce > Settings > Tax, and to know more about including and excluding taxes from the price, click on this link.
  1. Finally, click on Save and activate to reflect the changes and activate the template.