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🧾 Transaction Statement Generator

Create a transaction statement (delivery/statement of account) from a simple form. Automatic amount and 10% tax, previous-balance / paid / balance-due tracking, and supplier/buyer two-copy guidance — export to Excel (.xlsx) and PDF, 100% in-browser.

Last updated: 2026-08-22

How to Write a Transaction Statement

  1. Enter both parties' business details (name, reg. no., rep, type, item)
  2. Set the transaction date, slip number, and taxable/exempt type
  3. Enter date, item, qty, and unit price — amount and tax are auto-calculated
  4. Optionally track balance due, then export to Excel/PDF

💡 Common Examples

ScenarioInputResult
Taxable statement3 items, amount 2,020,000, taxableTax 202,000 + total 2,222,000 auto
Balance trackingPrev 300,000 + total 2,222,000 − paid 1,000,000Balance due 1,522,000
Export to ExcelClick "Excel (.xlsx)" on the statementSheet with both parties and the line table

How to Write and Manage a Transaction Statement

A transaction statement records the goods and payments that actually changed hands. Where a tax invoice is the official document for VAT filing, a transaction statement is the working record of what was exchanged, on which dates, and for how much — line by line. At the top, list both parties side by side: the supplier (seller) and the buyer, each with trade name, business registration number, representative, address, business type, and item category, so the parties to the deal are unambiguous. Korea's standard statement layout places both parties left and right in exactly this way.

The body is the line table. Enter month/day, item, spec, quantity, and unit price, and the amount (qty × unit price) is calculated automatically; for a taxable transaction the tax (10% of the amount) is computed per line as well. To combine several transactions on one statement, just add a row per date. The subtotal, total tax, and grand total are summed and reconciled at the bottom, and the total is also shown in words for added credibility as an official document.

For small businesses, tracking the balance on credit sales matters. Optionally enter the previous balance (outstanding receivable) and the amount paid, and the tool computes "balance due = previous + this total − paid" automatically. For a client you deliver to regularly, this field lets you carry the outstanding amount forward across statements. Note conditions like whether a tax invoice will be issued or the return policy in the notes to prevent disputes.

A transaction statement is usually printed in two copies — one kept by the supplier and one by the buyer. This generator composes the statement in real time from your form input; download it as an Excel (.xlsx) with cell merges and number formats for instant editing and reuse, or print two copies (Save as PDF). Everything stays in your browser and is never sent to a server, keeping client details and pricing secure.

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