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CIS - Annual CIS Statements for sub-contractors

Be able to pull off an annual statement showing each monthly CIS return by sub-contractor for them to pass to their accountants/bookkeepers at the year end, rather than them coming back to you with a list of missing months that you know you sent out in the batch but they have lost or went into their junk mail

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Trudy Byles shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, coming back round to your idea - this is now possible with the CIS Contractor report and entering a custom date range.

Go to the All CIS transactions tab, and in the date picker you'll be able to select 'Custom' and then run the report for the year. 

All functionality that was included in the CIS Payment and Deduction Statements report is now in the CIS Contractor (Monthly Return, Online Filing and Statements) report, including the ability to generate statements for custom date ranges. 🙂

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  • Sarah Broughton commented  ·   ·  Report

    This is definitely a requirement - surprised this is not an option on Xero. Brightpay has a great facility for this.

  • Melanie Turton commented  ·   ·  Report

    This would be a valuable addition to Xero, it is going to take some time to do this manually

  • Karen Luton commented  ·   ·  Report

    At the moment I cannot email end of year CIS statements, its much easier and quicker to be able to do a yearly one, cant believe this option isnt already on Xero , especially when updates to things that dont need updating is done

  • Lisa Izzard commented  ·   ·  Report

    At the moment I cannot email end of year CIS statements through Xero to contractors like I can at present for monthly CIS statements.

    It would be very helpful to have this facility as at the moment I have to download PDF for ALL contractors (which can be very time consuming) and email individually at year end.

  • Natalie MJ Willan commented  ·   ·  Report

    We get a file at the year end, but if this is lost or deleted in error then the only option is to download them individually. If the file is created once, surely it can't be that much work to create a button so we can do this on demand!