Using Services with CIS

Hi mugelbbub

Thanks for your post! The default CIS accounts are designed to automatically calculate and track the CIS deduction amounts, to take the manual load off you. When you use a CIS account on an invoice to a contractor, this will calculate and post the Less CIS amount to the 'CIS suffered' account; when you use a CIS account on a bill to a subcontractor, this will calculate and post the Less CIS amount to the 'CIS withheld' amount. 

Once you mark a bill as paid, this will then post to the CIS return which you can submit directly to HMRC. While you can opt to continue using the specific accounts you've set up if you prefer, the only way to have transactions post to the return would be to use the QB accounts. 

We've got a webinar linked here 'QuickBooks Online CIS module for construction users' which you can access to see how to record and report against your contractors and subcontractors. 

Please get back to us below if you have any Q's!

Hi Georgia C

Thanks for the reply.

So I think you are saying that for the benefit of easier CIS management we exchange the ability to analyse costs (services) to chosen nominals.  

We can use the CIS service 'description' to say what we buying on the invoice (Ductwork, Controls, Electrical) but can not analyse/track those different disciplines by Service or Nominal?

Not sure why this gets revisited with no new information or gets marked as solved since it effectively is not.
My initial observation was that QBO had used the products/services feature to manage CIS and we are therefore no longer able to categorise costs unless they are not CIS.

No need to reply.

This issue is not solved and shouldn't be marked as such.

Please see the following post.

https://quickbooks.intuit.com/learn-support/en-uk/transactions/categorisation-of-cis-expenses-why-sh...

It also contains a link to the post on QB Idea Exchange.

The more votes on the Idea exchange the better. Bizarrely, 'cheers' on a community post don't convince QB, it has to be on the Idea Exchange where 50 votes count :\

Hi Lee, thanks for joining this thread. The CIS feature is working as designed in QuickBooks at the moment, but I understand your need for a more detailed system like the VAT process where you can select a category/account as well as a CIS code. 

QuickBooks Idea Exchange was designed to streamline our feedback process so that we can consolidate requests into one area and ensure we're prioritising what customers want to see the most. We appreciate you sharing your idea with us there, and hope that this can be considered as a development point in the future.