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Info

To process a CIS payroll, the CIS module needs to be enabled. If you don't have access to the CIS module, please contact us for information on how to activate it.


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workflow.svgImage Modified Your Workflow Guide

The process outline displayed on this page will take you through the minimum steps required to complete a standard CIS payroll.

Category

App

Menu

Description

Help

1

Review

InTime

Timesheets > Approved

Check timesheets are in and approved

2

Export

InTime

Timesheets > Export

Select payroll frequency and export (This will include timesheets and expenses)

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3

Export

InTime

Notification bell

Wait for confirmation that all timesheets exported sucessfully

4

HMRC: CIS Verification

InPay

Manual

Processes > HMRC Submission or

CIS > Worker: Verification No

Generate and send a new CIS Verification type

Manually verify (through HMRC gateway or employer helpline) - Add verification number to worker record

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5

Payroll Update: Ad hoc

InPay

CIS > Adjustments

Add any ad hoc (one off adjustments) - Example: Advance deduction

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6

Review

InPay

Reports > Standard Reports:

  1. Category: Employee| Report: Employee Notes

  2. Category: Employee | Report: Exceptions New

  3. Category: Pay | Report: Pay Summary Detailed

  4. Category: Employee | Report: CIS Worker List

Here is a selection of the most common reports used to review payrolls:

  • A report summarising all employee notes entered

  • Reports on exceptions configure through COMPANY > GENERAL

  • A gross to net report containing totals of payments and deductions made

  • Contains a list of CIS workers, their current deduction status, UTR and verification number

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7

Payroll: HMRC

InPay

Processes > HMRC Submission:

Submit your CIS monthly return (once per month)

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8

Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

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9

CIS Deduction Sync

InTime

Settings: InPay Settings > Synchronise payslips

Update InTime timesheets with CIS deduction values

10

InTime: Self-Bill generation

InTime

Pay > Generate Invoices

Generate your CIS invoices (You can isolate CIS timesheets by using the payroll filter under the “Advanced” tab)

11

InTime: Self-Bill delivery

InTime

Pay > List invoices (sent status: No)

Click all undelivered purchase invoices (You can isolate CIS invoices by using the payroll filter under the “Advanced” tab”)

12

InTime: BACs

InTime

Pay > Generate Payments

Consolidate your purchase invoices in to a single payment batch (download the payment format and upload to your bank)

[Optional] Deliver remittance advices created by the payment batch

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faq.256x256.pngImage Modified Frequently asked questions

In addition to the above, we have also provided some answers to the most frequent questions asked.

  • My contractor’s past payments were deducted at 30% (or higher rate), they are now CIS registered with a 20% deduction rate. Can I back date the Tax treatment to the correct amount?

No. Assuming you have re-verified the contractor, you should adjust the contractor record to the 20% CIS tax status on InPay. Any future payments will be deducted at the new rate.

You and the contractor should consult with HMRC directly regarding any deduction overpayments made.

  • I need to re-verify a contractor through InPay, how do I do this?

Contractors can be re-verified through InPay by removing any stored verification number from their record. Records without any verification numbers will automatically be included in your next CIS verification request.

Caution should be applied when removing any verification numbers. For example, this approach should only really be used when a verified contractor has not been included in a CIS return for 2 or more years.

  • Some of my CIS contractors don’t want to operate on a self-bill invoicing basis.

CIS contractors can only be processed on a self-billing basis.