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1. How do I add a CIS subcontractor who's got a reference number?

Adding a pre-verified CIS subcontractor2:32

"How do I add a CIS subcontractor who's got a reference number?"

When you're adding a pre-verified CIS subcontractor, it's likely that you'll already have a copy of their 11-13 digit CIS verification reference number. Usually it's for when you're moving a CIS subcontractor over from a previous payroll system.

To add a pre-verified CIS subcontractor:

  1. First, select the CIS subcontractor on: "Menu", then "People"
  2. Then tap: "Pay", "Pay settings", then "Employment type"
  3. Set them as a: "CIS subcontractor"
  4. Next, tap: "Tax", "Tax settings", then "CIS subcontractor type"
  5. Select the subcontractor type that applies. Sole trader is the most common.
  6. For subcontractors that your company's previously verified with HMRC, you'll find their 11-13 digit verification reference number on their past CIS monthlies.
  7. So next, tap: "Previously verified", and select: Yes
  8. Next, enter their: "CIS verification reference number"
  9. After that, tap: "CIS deduction percent", and select the rate that HMRC gave you. 20% is the most common.
  10. Then tap: "UTR (Unique Taxpayer Reference)", and enter the subcontractor's UTR.
  11. Then tap: Save
  12. And finally, you'll see a purple check showing that your new CIS subcontractor has been successfully added.

To open a pay batch's "People" report, to see CIS subcontractor status for many subcontractors:

  1. First, select the pay batch on: "Menu", then "Pay batches"
  2. Then tap: "Pay", then "People"
  3. Near the beginning of the row, you'll see the letters "CIS" marking each of your subcontractors.
  4. And finally, when you scroll across, you'll see their percentage value in the CIS column.

To learn more:

And that's it! That's everything you need to know about adding pre-verified CIS subcontractors!

Updated: Thu, Oct 19, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.