CIS - Email annual statements
At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.
It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.
This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks
Maxine Neath
shared this idea
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Joana Fedosenko
commented
I would like to highlight an important matter regarding the current process of downloading and manually emailing year-end statements. Unfortunately, this process is quite time-consuming, and I believe it could be improved to enhance efficiency.
Given that monthly statements can be easily emailed through Xero, I would appreciate it if your team could consider implementing a similar feature for annual statements. This would greatly streamline the process and save valuable time for users. -
Zoe Randall
commented
This is so time consuming as most companies I work for want yearly statements as the ones sent each month are normally lost
Would be very helpful if could either download as a bulk or just send a yearly statement direct from Xero -
Georgina Mellors
commented
Every year we have subcontractors who request an annual statement to confirm all their payments/deductions for their Tax Returns - PLEASE can this facility be added to Xero, I honestly think most businesses would benefit from this basic (and I'd have thought, obvious) facility.
Note - I download the monthly PDF Statements and email those to each subcontractors but this request is for an annual summary report for each individual subcontractor, verification for what figures to include in their Tax Returns.
Thank you.
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Chris King
commented
So glad i have found someone else pointing this out. Seems like such an easy feature to email out the annual statement or copy of each monthly statement. We've got 159 Annual Statements to send out individually!