CIS - Send CIS statements directly from Contact record
I find it incredibly frustrating and time consuming to handle when I have one subcontractor who for what ever reason hasn’t received their statement for a month or a few months to go through each individual submitted return and resend - I have to delete 40+ other subcontractors emails from the section to send one statement.
I appreciate I could download and email (still have to do individually via each CIS return) however as I am a subcontracted bookkeeeper, I’d rather the email address sending the statement is the Xero one and not my email address.
It would be so much more efficient to be able to into the subcontractors contact record be able to send CIS statements for a particular period e.g. 06/04/25 - 05/07/2025 and all the CIS statements generated in that period for that individual could be sent directly in one go
Sue Williams
shared this idea
Thanks for sharing this feedback — I can appreciate how time-consuming this would be when you only need to resend statements for one subcontractor across multiple periods. At the moment, CIS statements can’t be sent directly from the subcontractor’s contact record in Xero. We can see how that would be a helpful workflow improvement, and we understand why the current process feels cumbersome. As a workaround, you can use the CIS Contractor (Monthly Return, Online Filing and Statements) report, then:
- Click on the All CIS Transactions tab
- filter the report to the subcontractor you need
- adjust the date range to the relevant period
- preview or download the statement for that subcontractor If you don’t have the add-on, the current option is to download the individual statement from the report and send it manually.
