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The Settings Page |
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Records details about the Contractor, which are printed out on SubContractor Statements. |
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The Settings Page (Continued) |
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Select the Tax Year and the Mode of the spreadsheet. Two Modes, Normal and Amend, Normal Mode allows you to use the spreadsheet as designed and the Amend Mode allows you to go back to previous Tax Periods to add or amend previous transactions. |
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Settings Page (Continued) |
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Allows the addition of further Tax Categories under CIS and changes to existing catergories.
Also records the current VAT Rate with the ability to record changes to the VAT Rates. |
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SubContractors Details - Self Employed |
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Allows you to enter all the required information about your SubContractor according to their legal trading status.
Self Employed - Person's name, trading name, address, Unique Tax Reference, NI Number, VAT Registered or not, Verification Registration details with provision for verification changes. |
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SubContractor Details - Limited Company |
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Allows you to enter all the required information about your SubContractor according to their legal trading status.
Limited Company - Person's name, company name, address, Unique Tax Reference, Company Registration Number, VAT Registered or not, Verification Registration details with provision for verification changes. |
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SubContractors Details - Partnership |
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Allows you to enter all the required information about your SubContractor according to their legal trading status.
Partnership - Person's name, Partners name, trading name, address, Unique Tax References, NI Numbers, VAT Registered or not, Verification Registration details with provision for verification changes. |
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Transactions |
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Record all Payments and Deductions made to SubContractors. Advices amount of Tax to deduct and Total Amount to pay. |
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Monthly Checklist |
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Allows to you check off tasks which needs to be completed by the 19th of the following Tax Period.
Also allows you to select the Tax Period on this page. |
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Monthly Return (CIS300) |
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Part of the monthly routine is that you print off this report giving you all the required information to complete your CIS300 manually or online. |
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Statements |
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You can select to print SubContractor Statements as and when required, or monthly as part of the month end procedure.
Select the SubContractor and print two copies.
Can also produce duplicate or amended statements as required. |
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Statements (Continued) |
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The statement gives all the required information required under the CIS rules. |
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