CIS - Breakdown on CIS Suffered Report
It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from
Mandy Carter
shared this idea
Hi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
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Chrisella Brown
commented
Yes a detail breakdown of each invoice per Contractor showing the same columns as the CIS Suffered report. This would make it much easier to reconcile the CIS Suffered against the Contractors CIS Statement.
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Claire Robotham
commented
This would be very helpful for me. My accountant asks for a detailed report showing all invoice lines, per tax month for CIS contractor clients. This is something I have to do manually each month e.g. so that we can see the CIS entries per invoice per CIS contractor client.
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Laura Rostron
commented
You can get around this by using the account transaction report for CIS Asset, click 'more' and change to cash accounting - this will give a detailed report of all the CIS suffered in the period.
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Jayne Chapman
commented
This is definitely needed, my company deals with multiple CIS suffered customers and it is awkward to reconcile. Happy to still have a summary report but definitely need a drill down or detailed transaction report please
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Lynne Huddleston
commented
Where more than one payment has been received from a customer that has CIS suffered in the reporting month - to be able to drill down and see each transaction CIS suffered applies to.