Set up a contact as a contractor for CIS

How to set up new customer contacts as contractors, to make CIS deduction's from sales invoices in Sage Accounting.

Before deducting CIS and VAT reverse charge from contractor invoices, ensure you've set up CIS for your business.

You'll then need to set up the contractors customer record.

 

Set up a customer contact as a contractor

1. Go to Contacts and select New Customer.
2. Fill in the relevant information for the contractor. Follow our guide on how to create a customer for more detail.
3. On the CIS tab, tick Registered contractor in the CIS scheme.
4. Before selecting Save, select the Account Details tab.
5. Set the Account Default to CIS Labour Expense.
6. If applicable, enter the contractors VAT Number and tick VAT Reverse Charge.
7. Review the information and then select Save.

Create and send a CIS sales invoice to a contractor

Set up your own CIS ledger accounts

Create a customer contact