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Last Updated: October 01 2020
You can use the CIS Deductions report to view CISUK 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, and should not be interpreted as legal or financial advice. Learn more about CIS in How to Manage CIS with simPRO - UK Only, or read about your CIS obligations on the UK Government's CIS website.
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 > 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:
To view the report:
- Go to Reports > View Reports > Sales > CIS Deductions.
- Use the date picker to select a Date Range.
- Select whether you want to view the report Type as a Summary or a Breakdown.
- If required, select a Customer.
- 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.|
|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||The name of the 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.||The number of the invoice. 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.|