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CIS: subcontractor payment and deduction records

Gather CIS verification evidence, payment statements, materials-only splits, and period totals for a Construction Industry Scheme review or filing support.

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What this template is for

CIS errors are painful: wrong deduction rates, unverified subcontractors, or materials adjustments applied incorrectly. This pack collects what a competent adviser needs to review a period before submission or before answering HMRC questions.

When to use it

  • Monthly CIS return cycles.
  • First engagement with a construction-sector client.

Tips

  • This is a document list, not tax advice. Match items to your firm’s CIS workflow and software exports.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

5 items

  1. CIS period (tax month) and scheme status

    Required Short answer

  2. Subcontractor verification records (or screenshot from software)

    Required File upload

    UTR, verification number, deduction rate on file.

  3. Payment and deduction statements issued for the period

    Required File upload

    Exports from Xero / Sage / FreeAgent are fine.

  4. Materials-only or cost-plus adjustments documentation

    File upload

    Invoices or worksheets showing materials separated from labour where claimed.

  5. Notes on subcontractors paid gross under de minimis or exceptions

    Long answer

    If none, write “None”.

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.