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Oct 11, 2024 12:34 PM UTC
Question

CIS annual report

How do I create an annual report for an individual cis subcontractor?

In layman's terms please!

6 replies

LdsAuthor
Oct 11, 2024 12:37 PM UTC

I meant to add showing their gross and cis deductions

Oct 11, 2024 2:18 PM UTC

Hi Lds Thanks for reaching out to us here on the Community. To create an annual report relating to a CIS subcontractor that includes payments, total cost of materials, amount liable to deduction and total CIS withheld you can run the 'CIS 300 Summary Report' and filter it by a specific subcontractor/supplier; Select 'Reports' from the main menu > type CIS in the 'Find report by name' field > select the 'CIS Contractor Monthly Statement (CIS 300)' > select Customise > select Filter > select the supplier/subcontractor that you'd like to run the report for > Select a date range > run report.
 

LdsAuthor
Oct 17, 2024 11:44 AM UTC

Thankyou John C for your reply.

I have followed your instructions and it worked. However, it just shows the yearly totals of payments made and cis deductions. Is there a way to show each individual month payment and deduction on the annual report?