Hello, hope someone can help with unfiling of CIS - it is not as straight forward as you would hope, and I have got how to do it, but I have other problems involved

Kirsten 1 · ‎May 12, 2022

Further info: our CIS and HMRC dont "talk" so I have to manually do this on HMRC website. Don't worry about that problem as I have literally tried everything suggested by QB. But this is linked to my actual problem. An invoice from CIS worker was entered, but someone put VAT on it and was not noticed for 2 mnths. The CIS had been returned and this invoice had been included but obviously was not correct. When noticed, tried to amend the invoice, but couldn't make it work out, so deleted the invoice and re entered it correctly. Had undone the reconciling before this. Went to re reconcile the payment to him (which was now just a part payment) and of course I had not thought that because he is a CIS worker and the CIS had been submitted this would now NOT match! so I have a payment out in the banking page which I cannot reconcile! So I researched and it suggested undoing the CIS return. But cannot because there is not a "view return" button because it says "rejected" and "prepare return". If I even try to retry to send it, CIS and HMRC wont talk. so i have a major catch 22 scenario here.
At the end of the day HMRC have the right information so I don't need to go to them and undo anything. Its just admin on QBks. I am not bothered now with CIS and HMRC talking as I get all the confirmations from HMRC showing we did the return. Also we have just one more small CIS return to do and that will be the end of us having to report, so no need to put in hours of working out that problem any more.
I just do not know how to work this problem out.... any experts out there can help me please?

Thank you.

emmam6 · ‎September 07, 2022

Hello Community Users! Just adding to this thread for future readers of this question to make you aware you can now unfile the return directly through Quickbooks , here is a link on how to do that . Any questions at all on this just add them to this thread. Thanks very much.

View solution in original post

GeorgiaC · ‎May 12, 2022

Hi Kirsten 1, thank you for your detailed post - please reach out chat support team on this link, they'll be able to take some account-specific info to request a CIS unfiling which will allow you to then match and reconcile the transaction :)

Kirsten 1 · ‎May 13, 2022

That link doesn't work for me.

EmmaM · ‎May 13, 2022

Hello Kirsten, Thanks for coming back to us. My apologies. If that link is not working can you try this one just select search for something else type in anything, and then it will give you the message option, or alternatively if you can call us on 08082345337?

paul72 · ‎May 13, 2022

Hi @Kirsten 1

It is not possible for a user to Unfile a CIS return in QBO.

I don't use QBO for CIS Returns but I do have CIS activated in QBO. I don't remember the reason(s) but I marked a few past returns as filed (not sent to HMRC - just marked as filed), then found a mistake or something that meant I needed to Unfile them.

Call the helpline given by @EmmaM

I don't remember if there's a particular dept to speak to but I found them pretty good. Describe the issue - you just need to unfile a particular CIS return.

It doesn't show on your file immediately - I think I was told 'within 24hrs'

Be aware, the unfiling process doesn't simply re-open the return as you might expect. For me, at least, it left the filed return in place but zeroed it & marked as Unfiled. A new return is then available to view/file.

You also end up with an Unfiled journal in the CIS Withheld account.

I guess this is for Audit Trail reasons.

Hope this helps.

emmam6 · ‎September 07, 2022

Hello Community Users! Just adding to this thread for future readers of this question to make you aware you can now unfile the return directly through Quickbooks , here is a link on how to do that . Any questions at all on this just add them to this thread. Thanks very much.

BeccaD · ‎January 13, 2023

I can unfile via QBO, but how do you then shown it as filed again?

I don't actually file via QBO just mark as if done.

paul72 · ‎January 13, 2023

Hi @BeccaD

You need to go back to the oldest unfiled return - click Prepare Return (as though you are sending to HMRC).

Instead of clicking the green Send to HMRC button, there is a dropdown to simply Mark as Filed.

You can leave them unfiled in QBO. I always left them because I knew there was no easy way to unfile if there was a mistake (now that's rectified I might go back & tidy things up).

Hope this helps.

JJ1019 · ‎April 18, 2023

I need to mark a CIS return as filed as I did it manually through HMRC. There is no drop down menu. Is there another way? Or a way to get the drop down menu to appear? Thanks

GeorgiaC · ‎April 18, 2023

Hi JJ1019, thanks for joining this thread - do you have any submitted returns in QuickBooks dated after the period that you're trying to mark as filed?

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Hello, hope someone can help with unfiling of CIS - it is not as straight forward as you would hope, and I have got how to do it, but I have other problems involved