To update the CIS record of a contractor

The procedure to update the CIS record of a contractor is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contractors. The Contractor Details window is displayed.
2. Select a contractor from the alphabetical list or type their name into the Search Contractors field. By default the list is filtered to show Current contractors. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct contractor displayed, click on CIS. The CIS tab is activated.
4. Enter the CIS certificate number into the field provided.
5. Using the CIS certificate type drop-down field, select one of the parameter values available (e.g. Partnership).
6. Using the CIS Status drop-down field, select one of the parameter values available (e.g. Active, Inactive).
7. Enter the CIS expiry date into the field provided.
8. Enter the HMRC verification number into the field provided 2.
9. Click on Save.

Note

1 The Search Contractors field will match against any element of the contractor name.

2 For more information on the Construction Industry Scheme, see http://www.hmrc.gov.uk/cis/.

See related topics...

To create a new contractor

Contractor record maintenance overview