Rate Code Entry:
When creating a rate code that needs to have the Construction Industry Scheme (CIS) calculation applied, please select the option Calculate CIS in the Construction Industry Screen section.
To show the rate code totals on the Self Bill Invoice/Remittance, you will need to select Pay Invoice in the Invoice and Costing Details section and set the Invoice Item Index to determine the order in which you would like the rate code to appear in the invoice rate code summary section (see example invoice at the bottom of this article). For instance, if you would like the Hourly Rate to show at the top of this box on the invoice, then place a '1' in the Invoice Item Index field. To show the Overtime Units next, place a 2, etc.
When entering the supplier details, you can select the CIS deduction rate in the Status drop-down menu.
also enter the UTR number and if 30% is selected then enter the verification number, if this is not know you may enter Unknown.
Make sure that the invoice template is set to CIS Standard V1.1.
This template will firstly list the rate code totals in the order indicated in the rate code Invoice Item Index field, and then the CIS calculation values as shown below.
Changing the CIS Rate:
If you need to change the CIS rate on a self bill invoice/remittance, simply select the new rate from the Status drop down. Once you have changed the rate on the supplier record, you will receive a warning message (as shown below) to ensure that all any existing remittances that need to be updated are amended manually.
On the Invoice/Remittance Edit or Invoice/Remittance Display screens under Supplier Payments, you will be given the option to change the CIS rate, recalculate the Self Bill Invoice/Remittance, recreate the document, and resend if necessary.
The following purchase export reports include the CIS deduction
Sage (CIS module) export (optional)
Payment Export - CIS
Payment Export -Barclays BACS