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Sam5010
Level 1

CIS PAYMENT AND DEDUCTION STATEMENT

Last month i was able to print a CIS payment and deduction statement for each of my individual subcontractors, but this month all i can find is a summary of the months return.  Have the individual statements been removed? 

Solved
Best answer October 15, 2020

Accepted Solutions
MadelynC
QuickBooks Team

CIS PAYMENT AND DEDUCTION STATEMENT

It’s still there, and I’ll make sure you’re able to print them in QuickBooks, @Sam5010.


You can generate a CIS Payment and Deduction statement for your sub-contractors in the Reports section. You can use the customize feature in QuickBooks Online to display the individual statements.


Here are the steps to access and print them:

 

  1. Go to the Reports menu.
  2. Enter/select CIS Payment and Deduction Statement in the search field.
    Capture.PNG
  3. Click on Customize.
    Capture 1.PNG
  4. Filter the date period.
  5. Under the Filter section, select the sub-contractor you have.           
  6. Press Run report after.
    Capture 2.PNG
  7. Select the Print icon beside the small envelop/email.
    Capture 3.PNG

 

You can also email individual reports or save it as PDF by clicking the available buttons on the page.
Capture 4.PNG

 

In case you want the same customization settings for future use, you can take a look at this article to learn more about memorizing a report in QuickBooks Online.


This should help you move forward. Stay in touch if you have any follow-up questions or concerns about CIS. I’ll be right here to assist further.

View solution in original post

7 REPLIES 7
MadelynC
QuickBooks Team

CIS PAYMENT AND DEDUCTION STATEMENT

It’s still there, and I’ll make sure you’re able to print them in QuickBooks, @Sam5010.


You can generate a CIS Payment and Deduction statement for your sub-contractors in the Reports section. You can use the customize feature in QuickBooks Online to display the individual statements.


Here are the steps to access and print them:

 

  1. Go to the Reports menu.
  2. Enter/select CIS Payment and Deduction Statement in the search field.
    Capture.PNG
  3. Click on Customize.
    Capture 1.PNG
  4. Filter the date period.
  5. Under the Filter section, select the sub-contractor you have.           
  6. Press Run report after.
    Capture 2.PNG
  7. Select the Print icon beside the small envelop/email.
    Capture 3.PNG

 

You can also email individual reports or save it as PDF by clicking the available buttons on the page.
Capture 4.PNG

 

In case you want the same customization settings for future use, you can take a look at this article to learn more about memorizing a report in QuickBooks Online.


This should help you move forward. Stay in touch if you have any follow-up questions or concerns about CIS. I’ll be right here to assist further.

View solution in original post

joPB1
Level 1

CIS PAYMENT AND DEDUCTION STATEMENT

Can you tell me if there is a way of seeing who you've emailed CIS statements to, is there a log of emails sent via QB? 

Ashleigh1
QuickBooks Team

CIS PAYMENT AND DEDUCTION STATEMENT

Hello JoPB1, 

 

Welcome to the Community page, 

 

There is no email log in Quickbooks so wee what has been sent or not. You could leave feedback on this in the main cog wheel >feedback this gets sent straight to the developers. 

 

 

1962adej
Level 1

CIS PAYMENT AND DEDUCTION STATEMENT

Is there a way to get a detailed statement ? It would be helpful if the contractor could see at a glance which invoices were included

ChristieAnn
QuickBooks Team

CIS PAYMENT AND DEDUCTION STATEMENT

Hi there, 1962adej.

 

Welcome back to the QuickBooks Community. I'll share steps to ensure you're able to get a detailed statement on which invoices are included.

 

I suggest running the Transaction Detail by Account report and customized it. This way, you're able to filter all bills or to see a complete statement of which invoices/bills are added. Please note that you can also follow the steps provided by my peer Madelyn to accomplish what you need.

 

Here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose Transaction Detail by Account in the search bar.
  3. Click the Customise button.
  4. Go to the Filter drop-down arrow. Then, checkmark the Transaction Type box.
  5. Choose Bill.
  6. Hit the Run report button.

 

To see additional information on how you can customize reports to format the layout so the right data shows up in the right place and focus on the details that you want to view, you can click this article: Customise reports in QuickBooks Online.

 

Please refer to this article to view steps on how to get started with Memorized Reports that allows you to save it with its current customization settings: Memorise reports in QuickBooks Online.

 

Keep me posted on how it goes. I'm just a comment away if you need further assistance in searching your transactions in QBO. Take care and stay safe.

AnnaH1
Level 1

CIS PAYMENT AND DEDUCTION STATEMENT

Is there a tutorial available which shows how to do this and includes CIS and reverse charge VAT? Thanks

GeorgiaC
QuickBooks Team

CIS PAYMENT AND DEDUCTION STATEMENT

Hi AnnaH1, thanks for joining this thread - we don't have an online guide for this specific report, however, you can include the VAT codes on this by selecting the cog to the right of the report heading > show more > tick VAT code.

 

If you're needing any direct assistance, please reach out through our support channels where our agents are able to set up screen shares to guide you through this. 🙂

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