Year To Date Summary (CIS Only)

To install this report:

  1. On the Reports menu, select ‘Library Selection’.

  2. Go to ‘Summaries’ and highlight ‘Year to Date Summary (CIS Only)’.

  3. Choose ‘Select’ then ‘OK’.

This report shows:

  • Code

  • Name

  • Unique Tax Reference

  • Employment Status

  • Labour

  • Materials

  • Gross Taxable

  • Tax

  • VAT

  • Retention Withheld

  • CITB

To print this report:

  1. On the Reports menu, select ‘Year to Date Summary’.

  2. If prompted, ensure to select Year to Date Summary (CIS Only) from the list.

  3. Select ‘Print’ to send the report directly to the printer, or ‘Preview’ to view it on screen first.