Enter your idea

CIS Statement Audit & Delivery History Report

I would like to propose an enhancement to improve auditability and compliance tracking within CIS functionality.

Objective

Enable users to access a comprehensive historical log of all CIS statements issued to subcontractors.

Proposed Functionality

A dedicated CIS Statement History / Audit Report that provides:

Subcontractor Name

Clear identification of which subcontractors received CIS statements.

Statement Issue Date

The date each CIS statement was generated and/or sent.

Delivery Method & Status

Email sent (with timestamp)

Viewed / opened (if tracked)

Failed / bounced

Downloaded manually

Re-sent history (if applicable)

Submission & Compliance Status

Confirmation that the related CIS return was successfully filed with HMRC (where applicable).

Any associated filing reference or submission ID.

Export Capability

Ability to export the full history to CSV or Excel for compliance audits.

Business Rationale

For UK contractors operating under CIS, maintaining a full audit trail is critical for:

HMRC compliance

Internal audit requirements

Resolving subcontractor disputes

Demonstrating proof of delivery

Year-end reconciliation

Currently, there appears to be no centralised report that consolidates this information in one place.

Suggested Placement

This could sit under:

Reports → CIS
or

A new “CIS Statement History” tab within the CIS section.

This enhancement would significantly improve transparency, audit readiness, and operational efficiency for contractors using Xero for CIS management.

Thank you for considering this improvement.

Exactly- as we are not copied in these we have no proof they were sent and at the end of each financial year we get bombarded with requests for all the statements which is a pain to go through month by month etc etc.. as subcontractors are not the best at keeping paperwork. I already get through 200 emails a day not sure this would be a great fix copying me in on loads more emails just gets lost in space. Surely Xero can come up with an easy fix, by copying Xero into the emails and that way it can be viewed when requested or data extrapolated etc..

Was about to post this same feature idea! Same applies to audit log of customer statements sent out - there are probably other Xero to email direct comms that don't get audit history too, but haven't used those yet. Surely an easy feature to add? I just sent CIS subcontractor statements directly from Xero to subcontractor email and there is literally no audit history for this so my way around this has been to add my personal email as an additional contact so that i get an email myself so i know it has been sent.

I'd like there to be an audit trail of when CIS statements are sent to subcontractors.
If you send out CIS statements through the system and a subcontractor is saying they have not received it, there is no audit to prove it has been sent.

This is crucial for the audit trail. Xero please sort this out. you have it for customers and suppliers so why not payroll?????