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.
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) | ? |
| 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 | ? |
| 5 | Payroll Update: Ad hoc | InPay | CIS > Adjustments | Add any ad hoc (one off adjustments) - Example: Advance deduction | ? |
| 6 | Review | InPay | Reports > Standard Reports:
| Here is a selection of the most common reports used to review payrolls:
| ? |
| 7 | Payroll: HMRC | InPay | Processes > HMRC Submission: | Submit your CIS monthly return (once per month) | ? |
| 8 | Payroll Update: Close | InPay | Payroll > Payroll Processing | Commit your payroll in to the next period | ? |
| 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 | ? |
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.