Invoices and sales tax
Invoice Template with Sales Tax (US)
Taxable and non-taxable lines split out, with the state and local rate applied only where it belongs.
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United States templates
Free US Business Templates for Invoicing, Sales Tax, Contractors and Payroll
Enerpize's US template library brings together free invoice, sales tax, contractor, payroll and healthcare billing templates built around American rules: state and local sales tax lines, 1099 contractor reporting, W-2 payroll records and CPT-coded superbills. Every template downloads free in Word, Excel or PDF, with no sign-up.
- Word, Excel and PDF
- Filled example on every page
- Free, no sign-up
- Updated for the 2026 tax year
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Start with the most-used US templates
These four cover what most American small businesses need first: billing customers, billing patients, getting paid as a contractor and paying staff.
Healthcare
Superbill Template
CPT and ICD-10 fields, provider NPI and EIN, ready for patients to claim out-of-network reimbursement.
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Contractors
Contractor Invoice Template
Bill by hour, milestone or fixed fee, with your EIN or SSN field and payment terms on the page.
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Payroll
Pay Stub Template
Gross pay, federal and state withholding, FICA and year-to-date totals that calculate in Excel.
Get the templateBrowse by task
Find US templates by what you need to do
Pick the job in front of you. Each group lists the documents that job needs, in the order you will usually need them.
I invoice customers and charge sales tax
Most states tax goods and some services, and the rate depends on where the sale is delivered. Start with the sales tax invoice if any line is taxable.
- Invoice Template with Sales Tax
- Contractor Invoice Template
- Freelance Invoice Template
- Consulting Invoice Template
- Free Invoice Maker Tool
I pay independent contractors
Collect a W-9 before the first payment, then issue a 1099-NEC to anyone you paid $2,000 or more during the calendar year.
Guide: Accounts payable basicsI hire and pay employees
New hires complete a W-4 and an I-9 in their first days. After that, every pay run needs a pay stub and a payroll record.
I run construction or trade jobs
Progress billing on US commercial jobs follows the AIA format, and lien waivers protect both sides each time money changes hands.
- AIA G702/G703 Template
- Lien Waiver Form
- Construction Invoice Template
- Construction Quote Template
- Work Order Template
I bill patients or insurers
Cash-pay therapists and clinics give patients a superbill so they can claim back from their insurer. Itemized invoices cover everything else.
Software for clinicsI rent out property
Deposit caps, notice periods and required disclosures are set state by state. Use your state's lease where we have one, or start from the general residential lease.
Filling in the same templates every month?
Enerpize sets the tax rate per line, sends invoices by email, tracks who has paid and runs payroll with payslips, all in one system used by 40,000+ businesses.
Know the rules
How US small business paperwork works
Three rules decide which template you need. If you are new to selling in the US, read these first.
Sales tax, not VAT
The US has no federal VAT. Sales tax is set by states, counties and cities, so the rate on an invoice depends on where the sale is delivered. 45 states and the District of Columbia charge a statewide sales tax, and 38 states also allow cities and counties to add their own rate on top.
Source: Tax Foundation
Templates for this
Contractor or employee?
Contractors give you a W-9 and receive a 1099-NEC once you pay them $2,000 or more in a calendar year. That threshold applies to payments made from January 1, 2026; it was $600 before. Employees complete a W-4 and an I-9 and receive a W-2.
Source: IRS, Forms 1099-MISC and 1099-NEC instructionsState rules change the paperwork
Leases, lien waivers and payroll notices are governed by state law. Some states publish statutory lien waiver wording you must use word for word, and landlord-tenant rules on deposits and notice periods differ across all 50 states.
Source: Your state's official government website
Templates for this
Deadlines
US small business deadline calendar
The federal dates most small businesses work to, each linked to the template that gets you ready for it.
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Next up
in 87 days
Q4 estimated tax payment due
Profit and Loss Template -
1099-NEC to contractors and IRS; W-2 to employees and SSA
1099-NEC Template -
Paper 1099-MISC and Form 1096 due to IRS
Form 1096 Template -
S corporation and partnership returns due
Balance Sheet Template -
E-filed 1099-MISC due to IRS
1099-MISC Template -
Q1 estimated tax and individual and C corporation returns due
Tax Spreadsheet Template -
Q2 estimated tax payment due
Profit and Loss Template -
Q3 estimated tax payment due; extended S corporation and partnership returns due
Balance Sheet Template -
Extended individual and C corporation returns due
1120 Tax Return Template
Dates are for calendar-year businesses. Employers also file Form 941 by the last day of the month after each quarter (April 30, July 31, October 31 and January 31). When a date falls on a weekend or federal holiday, the deadline moves to the next business day. Sales tax return dates are set by each state and can be monthly, quarterly or annual.
Why Enerpize
What makes Enerpize US templates different
Most template sites give you one blank file. Here is what you get instead.
Blank and filled versions
Every template comes with a worked example next to the blank, so you can see what goes in each field before you start.
Excel that calculates
Sales tax, withholding and totals are live formulas. Change a quantity or a rate and every figure updates.
Official IRS layouts kept
Our W-9, 1099 and 1096 versions follow the official IRS layout box for box instead of redesigning the form.
No email wall
Downloads are ungated. You only create an account if you want to send invoices online.
More templates
Also used by US businesses
These templates are not US-specific, but they work the same way for American businesses and are among our most downloaded.
Industries
Enerpize for US industries
When a template stops being enough, these are the setups US businesses move to.
FAQ
US templates: frequently asked questions
Quick answers to what US business owners ask us most.
Are these US business templates really free?
Yes. Every template on this page downloads free in Word, Excel or PDF, with no account and no email required. You only need an Enerpize account if you want to send invoices online and track payments.
Which invoice template should I use if I charge sales tax?
Use the invoice template with sales tax. It separates taxable and non-taxable lines, so tax is applied only where your state requires it. The rate depends on where the sale is delivered, not where your business is based.
Do I need to send a 1099-NEC to every contractor?
No. For payments made from January 1, 2026, you file a 1099-NEC for each contractor you paid $2,000 or more during the year. Payments to C corporations and S corporations are generally exempt. Collect a W-9 before the first payment so you have the details ready.
What is the difference between a W-4 and a W-9?
A W-4 is completed by employees so you can withhold the right federal income tax from their pay. A W-9 is completed by contractors and vendors to give you their taxpayer ID for 1099 reporting.
Are the tax form templates official IRS forms?
Our versions follow the official IRS layout so you can prepare and check your figures. Before you file, download the current revision from irs.gov or file electronically through the IRS.
Can I use these templates outside the United States?
The general templates in the "Also used" section work anywhere. For Australian GST invoices, BAS and payslips, see the Australia templates hub.
Templates for other countries
Disclaimer: These templates and explanations are general information, not tax, legal or accounting advice. Federal and state rules change, so check the IRS, your state revenue agency or a licensed professional before you file or sign.
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