CIS / RCT Deductions Report - UK, IE Only

Overview

You can use the CIS Deductions report to view CISClosed UK only: Construction Industry Scheme - contractors register and apply tax deduction rates to customer and / or sub-contractor invoices. deducted by each customer in a specified date range.

The report can provide a simple summary or detailed information on dates paid, amounts, materials, labour and CIS deducted.

This article only provides instructions for using the CIS features in Simpro Premium, and should not be interpreted as legal or financial advice. Learn more about CIS in How to Manage CIS / RCT with Simpro Premium - UK, IE Only, or read about your CIS obligations on the UK Government's CIS website.

If your business operates in Ireland, this report is called RCT Deductions, but functions in the same way.

Learn about other Sales reports in Sales Reports. Learn about other Contractor reports in Contractor Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the aged receivables report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports > Sales > CIS Deductions.
  2. Use the date picker to select a Date Range.
  3. Select whether you want to view the report Type as a Summary or a Breakdown.
  4. If required, select a Customer.
  5. Click Search.

​If you select the report Type as Summary, you simply see the CIS Deducted for each customer in the selected date range.

If you select the report Type as Breakdown, results for the selected date range is grouped by customer. For each invoice you can see Date Paid (if applicable), Amount (Ex Tax), Materials, Labour, and CIS Deducted.

You can use the following filters in the report:

Date Range Select the date range to view invoices paid within that date range.
Type

Select:

  • Summary to see the CIS deducted for each customer in the selected date range.
  • Breakdown to see invoices for the selected date range, grouped by customer.
Customer Search for a specific customer to view that customer.

The following columns are displayed in the report:

In the Summary view, each customer is listed with a total CIS deducted amount.

Customer Click to open the customer card file.
CIS Deducted The total amount of CIS deducted for that customer, within the date range.

In the Breakdown view, individual invoices are listed, grouped by customer.

Invoice No. Click to open the invoice.
Date Paid The date a payment was applied to the invoice.
Amount (Ex Tax) The amount on the payment, excluding tax.
Materials The material sell price on the invoice.
Labour The labour sell price on the invoice.
CIS Deducted The total amount of CIS deducted from that invoice.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.