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
Thanks for your feedback and support here, everyone. We appreciate this is a gap that'd add benefit and save time for our customers.
Being upfront, we don't have any development for this feature planned at this time, but do have eyes on this idea. We'll be sure to update if there's any news.
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jamees writer
commented
Managing these calculations manually can indeed become complex without proper guidance. For individuals looking to balance financial data or generate accurate reporting, utilizing structured templates is always highly recommended. Similar to how gaming setup users refer to reliable guides on https://thetrafficriderapk.com/ for optimization, having clear formats for business documentation saves a lot of operational time.
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Nathan Richardson
commented
this would be a massive help
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Brett Lee
commented
Yes, it’s possible to create an annual CIS subcontractor statement showing Gross, CIS deductions, and net payments for all 12 months. For a detailed template and guidance, you can refer to resources like https://trafficridermody.com/ which provide structured formats suitable for tax year reporting and subcontractor records.
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Stef Bishop
commented
WHat happens if an email is bounced. How would we know?
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Kathryn Davies
commented
this is feature would make such a huge difference at year end very worth while!!
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Elsa Jimenez Andrade
commented
Please add this function, now with the changes from HMRC every quarterly , we need to send statements more often.
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Caitlin Longley
commented
Being able to send to all contractors with one button would be ideal!
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Candy Connor
commented
Please can Xero add an annual statement for cis subcontractors
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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 -
Elsa Jimenez Andrade
commented
I ask exactly the same question! Other software, like Brightpay, does it. So, could you please add a button so we can send it to all the sub contractors.
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Caitlin Longley
commented
Annual CIS Statement Emails
Would it be possible to be able to "Send Statements" for the full previous tax year on Xero to all subcontractors, rather than having to manually download and send each contractors certificate?
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Candice Creeke
commented
Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?
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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!