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Sending CIS Tax deducted invoices in QuickBooks Online

Welcome to this brief guide on sending CIS. Tax deducted invoices in QuickBooks-online.

First, sign in to your QuickBooks-Online account through a web browser

You can do this on any device, such as a tablet, PC or laptop, and even your phone, just as long as you remain in the web browser and do not allow your device to divert you to the App. 

A link to sign in to QuickBooks online is below. 

It is by far easiest to do this on a Tablet, PC, or laptop

Unfortunately, it is not possible to add a CIS customer or send a CIS invoice through the QuickBooks app right now, although full native CIS in-app functionality will be coming soon

Once you are signed in to QuickBooks on your web browser, it’s time to send your CIS invoice.

To do so, navigate to invoices either, via the left-hand side drop-down menu, inside the invoicing sub-menu.

Or, by using the dashboard shortcut, and selecting, add invoice.

Under the product or service, you must select “CIS. Labour 20%.”

This will now automatically apply a 20% tax deduction to the labour element of your invoice.

If you are also supplying and being reimbursed for materials by the same CIS contractor, then be sure to select CIS materials from the list of products or services when including those on the invoice, as materials are not subject to a tax deduction at source.

If you are supplying the same service regularly, you may wish to add your own template “product or service”, which will save you time repeatedly typing out the same information. 

In the video guide, we add a “day rate” product or service. 

If tax is being deducted on this service, you must set these sales to the “CIS income 20%” sales account, and don’t forget to save.

We always recommend previewing your invoice before sending it and making sure the customer details and payment terms are correct. 

Once you have sent one invoice, if you are sending a similar invoice to the same customer, say the following week for the same amount of hours. 

Just select the previous invoices from the invoices sub-menu and choose “duplicate.”

You can edit if required and send. 

The most common errors with C.I-S  Invoicing are either; the customer is not set as CIS contractor

which you can find more guidance on in our “Adding a CIS customer guide.”

Or Secondly, you are trying to send a CIS invoice directly through the App, which is not currently supported. 

You can now create CIS invoices for this customer in QuickBooks online.

Sign in to QuickBooks online here.

NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

Opening Hours

Monday to Friday 9am-5pm

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NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

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