Invoice checklist
Sales tax and invoice total checklist
Review subtotal, tax, discount, shipping, VAT, and final total before sending an invoice or quote.
Check the final customer-facing number
A quote can look right until tax, shipping, or discounts are applied. The final total should be reviewed before it reaches the customer.
- Confirm subtotal.
- Apply discount deliberately.
- Add or remove tax correctly.
- Review final total and notes.
Quick workflow
Calculate invoice totals first, then use sales tax or VAT tools when you need to add or remove tax from a known number.
Do
- Review local tax requirements separately.
- Keep shipping and delivery visible.
- Check the final total before sending.
Don't
- Do not treat quick calculators as tax advice.
- Do not mix tax-inclusive and tax-exclusive prices accidentally.
- Do not hide discounts in unclear line items.
FAQs
Should I calculate tax before or after discounts?
That depends on your local rules and invoice setup. Use calculators for estimates and verify important tax handling.
Can this replace accounting software?
No. It is a quick planning checklist, not a full invoicing or accounting system.