CIS Reports. If I post payments made to HMRC for CIS I have deducted from my sub-contractors, the amount appears in the CIS reports? I only want deductions to show here

Hi Dave, 

Are you using the 'CIS Withheld' account on the transaction line on the expense?

Thanks

Hi Georgia 

Yes that's right, I'm posting to 'CIS Witheld' account. Is that the best way ? 

Hi Georgia 

When I look at the following reports; 'CIS Contractor Monthly Statement' and 'CIS Payment and Deduction Statement', I can see the payments that have been posted to HMRC under the 'CIS witheld' account and these affect the totals at the bottom. I can do the sums myself but this makes the reports fairly useless. On the other hand, if I go to the 'Taxes' tab and choose to view a CIS return for the same period, the HMRC payments do not appear and it looks as I would expect it to - but you cant print this report ?? 

I'm guessing there is a glitch in the programming - hope all this makes sense. As a non accountant, its making my head ache now !!!!!!!! 

Thank you for taking the time out to help by the way 

Thanks for getting back to us, Dave Linnane.

Let me clarify things out for you.

QuickBooks defaults the column in the CIS reports to show your payments. Thus, we're unable to remove it from the report..

While you can't print your returns from the Taxes tab, you can export them to Excel. Just click the drop-down arrow next to the Export as PDF and select export to Excel. Then, manually remove other columns from there.

I've added this article to learn more about this scheme: CIS in QuickBooks. This link includes creating CIS transactions and paying and receiving payments from contractors.

Should you need anything else, please let me know. I'll get back to you.

Hi Mary 

Thanks for your reply. I'm not sure we are on the same page here. I get that I can export the individual CIS returns and this is what I usually do for my records. However, it is the summary sheets that I am having the issue with. The report below (image 1) shows the payment I have made to the HMRC for the liability during the previous period. Therefore my summary total (CIS withheld) at the bottom is not what I expect to see. Iamge 2 is direct from the tax tab for the same period - this is what I expect to see but cannot print this summary report??? ... can you see my problem? 

Thanks for getting back to this thread, Dave Linnane.

I appreciate you the additional information you've added. I've checked our investigation list, but we haven't receive any similar reports about this issue. 

To investigate this further, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account in a secure environment and do a screen-sharing to correct the discrepancy of the tax report. 

Here's how to contact our customer support:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Select Contact Us to connect with a live support agent.

For future reference, you may visit these related articles below:

• CIS in QuickBooks.
• Submit FPS to HMRC in QuickBooks Online Standard Payroll (UK).

Please know that you're always welcome to post if you have any other concerns. The Community will always here to help you out. Have a good day ahead.