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

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 :)

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?

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.

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. 

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.

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

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?