Online CIS filing to HMRC

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 5 minutes

Help Article

File CIS subcontactor returns direct to HMRC.

 

Steps

1. Set up your subcontractors

2. Ensure Clear Books is appointed as your CIS agent

3. Validate your subcontractors

4. Create a subcontractor return

Step 1.

Ensure all your suppliers that are also sub contractors have their subcontractor additional fields completed. This is done when either adding or editing a supplier.

Step 2.

Clear Books needs to be set up as your agent with HMRC so that we can file your CIS return on your behalf. The process to do this is the same as for our Online VAT filing to HMRC.

Step 3.

Navigate to “Reports > CIS > Verifications” to validate your subcontractors with HMRC.

If you are not sure that the subcontractor details you have are correct, you should request a “Match” rather than a “Verify”.

Therefore always try “Match” to begin with and if this fails then try “Verify”.

 

Step 4.

Creating and filing a CIS return to HMRC  is very similar to our online VAT filing procedure.