Question

How to turn on CIS

Forum|Forum|3 years ago
July 23, 2022
3 replies
0 views

I am trying to turn on CIS payments on my invoices as a self employed contractor. i have followed the instructions as listed in the help section but when i click on the gear icon there is no heading which says company settings or account and settings?? how do i set the cis scheme up.

QuickBooks Online

R

RCV

Let me share some information about Constructions Industry Scheme (CIS) in QuickBooks, Stephen Cowling.

The CIS is only a feature offered in our small business products and the option to turn it on in QuickBooks Self-Employed is unavailable. However, if you are using QuickBooks Online (QBO), here's how to turn CIS:

Go to the Gear icon.
Select Company Settings (or Account and settings depending on what you see).
Tap Advanced.
Select Construction Industry Scheme (CIS).
Enter your UTR (Unique Taxpayer Reference) number, Employer’s PAYE reference number, and Accounts Office reference number.
If you’re a CIS subcontractor, tick the I am a CIS subcontractor.
Choose your CIS rate. We need this to calculate your CIS suffered. You'll get this from HMRC when you register for CIS.
Press Save.

I've got some links below to provide information on how QBO handles CIS and processes the tax return:

If you still need assistance in recording the CIS deduction, just click the Reply button. I’ll get back to help you. Have a great rest of the day.

S

Stephen CowlingAuthor

Thanks for that but i cannot see any of the settings you are talking about? Is it because i registered as a sole trader rather than small business//

A

AbegailS_

Hi there, @Stephen Cowling.

I appreciate you for coming back here in the thread.

I replicated your concern and verified that the CIS feature is available to all company types.

See screenshot below for your reference.

To provide you with accurate resolution you can send us a screenshot that you have on your end.

I also thought that you might need to create CIS expenses in the future, so I included an article about it for your reference. You can check this out: CIS in QuickBooks.

If you have other questions about CIS, you can always go back to this thread.

S

Stephen CowlingAuthor

Thank you for the screen shots but i do not have anywhere which says account and settings! i have clicked on all headings and nothing which has the account and settings title

M

Mich_S

I understand this isn't an easy process for you, @Stephen Cowling. I'd like to provide some clarifications about handling CIS payments in QuickBooks.

QuickBooks Self-Employed tracks business income and expenses using a single-entry accounting system. The program estimates the taxes for you. This way, you can submit the Self Assessment form easily. That's why the option to track the CIS is currently unavailable using QBSE.

As an alternative, I recommend reaching out to your accountant. They can guide you on how to handle QBSE transactions, particularly those of the category type.

Otherwise, sign up with a QuickBooks Online account. This allows QuickBooks to automatically compute and e-file CIS, invoices on the go. Check out the plans and pricing to browser further information.

Here's a self-help module that you can read in case you'll need further guidance in accomplishing any tasks in QBSE.

For future references, learn more about how you can handle CIS in QBO:

Keep us updated if you need more help with this matter or QuickBooks. We're here to always back you and your business. Keep safe!

T

Tony Farrugia

Hi,

I am based in the U.K and have been self employed for over twenty years, can anyone advise me on when setting up CIS fields, why I need a PAYE ref when I'm self employed and what is an Accounts Office Ref and where I get it from. I would appreciate any help as when looking online it only tells how to fill in the fields and does not explain where you get them from and why you need these references in your set up when you already have a UTR? Can you complete your CIS activation without these two pieces of information?

Thank you.

Tony

M

mv32

Hi @Tony Farrugia. I can share clarifications regarding CIS setup.

If you're an employer, you can enter the Accounts Office Ref. You can get this when you register as an employer and receive a confirmation letter from HMRC. You're also required to operate PAYE if you work as an employer.

In addition, you can't complete the CIS activation without these two details. When HMRC requires you to set up CIS, you can reference this article for the detailed steps: CIS guide in QuickBooks Online.

However, if you don't require entering any of the details, you won't have to set up CIS since you're working and paying tax as a self-employed. You might also want to try QuickBooks Self-Employed moving forward.

Furthermore, you can consider inquiring the HMRC Support to learn more.

Feel free to comment if you have other concerns about setting up CIS. I'm always here to help. Take care.

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