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Tax invoice template

Tax Invoice Template

A Tax Invoice is similar to a Commercial Invoice used in shipping. When products are shipped internationally, the shipper must provide the Consignee (importer) with a detailed Commercial Invoice and other shipping documentation. When shipping to some countries, they may require a ‘Tax Invoice’ document. This document contains product and transactional information, HS codesIncoterm®, details of the exporter & consignee and shipping details such as type of shipment, port of loading, and port of discharge.

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What is a Tax Invoice used for?

When products are being shipped internationally, the Exporter will create a Tax Invoice or a Commercial Invoice template and other shipping documentation and share them with the Importer. The importer will use the Tax Invoice or Commercial Invoice, Packing List and other shipping documentation to get the products cleared through customs in the country of import.

How to create a Tax Invoice

  1. Open IncoDocs

    Open IncoDocs in your browser and navigate to the “Export Docs” section.

  2. Choose the Tax Invoice template

    Click on 'New document set' and select the Tax Invoice template along with any other export documents you wish to create.

  3. Fill out & customize your doc

    Fill out the document, customize template fields to your needs and add your company letterhead. To save time and prevent re-entry errors, enter key shipment data into the Master File to have it sync across all other documents in your set automatically.

  4. Sign & seal

    Click on the signature box at the bottom of your document to create and place a digital signature then hit “Save & Quit”. On the document preview screen, click on the ‘More’ dropdown button and select “Add company seal” to place a digital stamp.

  5. Download or share

    Download or share documents from IncoDocs in 1-click. Documents can be downloaded as PDF or CSV which can be imported into other systems without manual re-entry.

Your questions, answered.

What information is included on a Tax Invoice document?

Seller’s Details - company name, address and contact information
Buyer’s Details - company name, address and contact information
Method of Dispatch – Road, Rail, Air or Seafreight
Type of Shipment – FCL, LCL, Breakbulk or other
Port of Loading and Port of Discharge (seaport or airport)
Reference Number and Date
Delivery Date
Terms & Method of Payment
Product Descriptions – including item codes/SKUs, Product Descriptions, Unit Quantities, Unit Type & Price
Incoterm® – The selling term agreed
Bank Details – the bank account to which you would like your buyer to pay to
Name, date and signature of authorized company representative