The guide below will walk you through the typical steps required to generate your sales invoices and deliver them.
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 | Sales > Generate Invoices | Select payroll frequency and export (This will include timesheets and expenses) | ? |
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.