How to Create a Tally GST Invoice Format in Excel (with Easy Steps)

What Is a Tally GST Invoice?

GST means Goods and Services Tax which is a value-added tax imposed on goods and services for domestic consumption.

Here is some basic information that should be present in a tally GST invoice:

Company Name, Logo, Phone Number, Address, and GSTIN
Customer Name, Address, and Phone Number
Invoice number and Date of issuance
Applicable taxes such as – CGST, SGST, IGST, etc.
Amount to be paid by the customers
Signature from the in-charge
Lastly, any additional notes regarding company policies

We’ll incorporate this information into our tally GST invoice format. Here is the final snapshot of our invoice format.

How to Create a Tally GST Invoice Format in Excel: 8 Quick Steps

Step 1 – Adding an Invoice Header

Create the following fields at the top row of the invoice.
- Invoice No. – invoice number of the company.
- Customer ID – unique customer ID for the customers, this will help us to identify them later.
- Date – the date of issuance of the invoice.

Step 2 – Adding Company Details

Add the company details to the top-left of the invoice.
- Company Logo – Add the company logo to make it more meaningful.
- Company Name – Obviously, we need to add the company name.
- Address – Location of the company.
- Phone – Phone number of the company.
- GSTIN – The GST Identification Number of the company.

Step 3 – Including Customer Details

Add the customer details to the invoice under the “Bill To” section with the following fields:
- Name – Name of the customer.
- Address – Location of the customer.
- Phone – Phone number of the customer.
- GSTIN – The GST Identification Number of the customer.

Step 4 – Description of the Products

Add the following columns:
- Serial Number – Serial number of the products.
- Product – Names of the products.
- SKU – Product codes.
- Amount – The number of units purchased.
- Unit Price – Price of a single unit.
- Total Price – We use a formula here that is Total Price = Amount * Unit Price.

Use the following formula in cell G16 (Total) and press Enter.

=SUM(G13:G15)

This formula adds the prices of the 3 products.

Step 5 – Adding GST Taxes

Use the following formula in cell G17 and press Enter.

=G16*0.12

This formula finds 12% of the $1,095.

Find the CGST by using the following formula in cell G18.

=G16*0.08

We calculated the CGST as 8% of $1,095.

Step 6 – Calculating the Gross Total Using Formula

Use the following formula in cell G19 and press Enter.

=ROUND(SUM(G16:G18),0)

We added the taxes with our value of $1,095. We rounded this figure using the ROUND function. As we want it to be rounded to the nearest integer, we have provided 0 in the formula.

Step 7 – Automating Amount in Words Using VBA

Press Alt + F11 to bring up the VBA window.
From Insert, select Module. We’ll put our code here.

Insert the following code.

Option Explicit
Function Number_To_Words(ByVal xNumber)
        Dim xDollars, xCents, xT
        Dim xPlace, xCount
        ReDim Place(9) As String
        Place(2) = " Thousand "
        Place(3) = " Million "
        Place(4) = " Billion "
        Place(5) = " Trillion "
 
        xNumber = Trim(Str(xNumber))
        xPlace = InStr(xNumber, ".")
        If xPlace > 0 Then
                xCents = xTens(Left(Mid(xNumber, xPlace + 1) & "00", 2))
                xNumber = Trim(Left(xNumber, xPlace - 1))
        End If
        xCount = 1
        Do While xNumber <> ""
                xT = xHundreds(Right(xNumber, 3))
                If xT <> "" Then xDollars = xT & Place(xCount) & xDollars
                If Len(xNumber) > 3 Then
                        xNumber = Left(xNumber, Len(xNumber) - 3)
                Else
                        xNumber = ""
                End If
                xCount = xCount + 1
        Loop
        Select Case xDollars
                Case ""
                        xDollars = "No Dollars"
                Case "One"
                        xDollars = "One Dollar"
                 Case Else
                        xDollars = xDollars & " Dollars"
        End Select
        Select Case xCents
                Case ""
                        xCents = ""
                Case "One"
                        xCents = " and One Cent"
                            Case Else
                        xCents = " and " & xCents & " Cents"
        End Select
        Number_To_Words = xDollars & xCents
End Function
 
Function xHundreds(ByVal xNumber)
        Dim xResult As String
        If Val(xNumber) = 0 Then Exit Function
        xNumber = Right("000" & xNumber, 3)
        If Mid(xNumber, 1, 1) <> "0" Then
                xResult = xDigit(Mid(xNumber, 1, 1)) & " Hundred "
        End If
        If Mid(xNumber, 2, 1) <> "0" Then
                xResult = xResult & xTens(Mid(xNumber, 2))
        Else
                xResult = xResult & xDigit(Mid(xNumber, 3))
        End If
        xHundreds = xResult
End Function
 
Function xTens(tt)
        Dim xResult As String
        xResult = ""
        If Val(Left(tt, 1)) = 1 Then
                Select Case Val(tt)
                        Case 10: xResult = "Ten"
                        Case 11: xResult = "Eleven"
                        Case 12: xResult = "Twelve"
                        Case 13: xResult = "Thirteen"
                        Case 14: xResult = "Fourteen"
                        Case 15: xResult = "Fifteen"
                        Case 16: xResult = "Sixteen"
                        Case 17: xResult = "Seventeen"
                        Case 18: xResult = "Eighteen"
                        Case 19: xResult = "Nineteen"
                        Case Else
                End Select
        Else
                Select Case Val(Left(tt, 1))
                        Case 2: xResult = "Twenty "
                        Case 3: xResult = "Thirty "
                        Case 4: xResult = "Forty "
                        Case 5: xResult = "Fifty "
                        Case 6: xResult = "Sixty "
                        Case 7: xResult = "Seventy "
                        Case 8: xResult = "Eighty "
                        Case 9: xResult = "Ninety "
                        Case Else
                End Select
                xResult = xResult & xDigit(Right(tt, 1))
        End If
        xTens = xResult
End Function
 
Function xDigit(dd)
        Select Case Val(dd)
                Case 1: xDigit = "One"
                Case 2: xDigit = "Two"
                Case 3: xDigit = "Three"
                Case 4: xDigit = "Four"
                Case 5: xDigit = "Five"
                Case 6: xDigit = "Six"
                Case 7: xDigit = "Seven"
                Case 8: xDigit = "Eight"
                Case 9: xDigit = "Nine"
                Case Else: xDigit = ""
        End Select
End Function

VBA Code Breakdown

We are creating a custom function named Number_To_Words.
We define the variable types.
We use the VBA Case statement to apply the word converter for our numbers.
We create 3 more functions – xHundreds, xTens, and xDigit to get the hundred, tens, and single-digit values, respectively.