CIS Return (Unmanaged) icon

CIS Return (Unmanaged)


Download your free CIS Return (Unmanaged) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'CIS Return (Unmanaged)' templateCIS Return (Unmanaged)CLIENT TASKSRequest for information for your CIS return2 AutomatorsPlease ensure that your bookkeeping is up to dateCompletedPlease ensure that all of your subcontractors have been verified with HMRCCompletedPrepare CIS Return5 AutomatorsPrepare CIS monthly returnCompletedReview8 Automators

This template is designed for process of completing monthly CIS returns.

The default Work Type is set to Payroll, but consider adding a new Work Type of CIS and assigning this template to that Work Type.

The work goes through the stages:

  • Waiting for Info
  • Preparation
  • Review
  • File

The roles involved in completing the work are: Preparer and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved. Work stages and roles are both customisable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the 6th of the month. The due date of the work is the 19th. The initial work assignee is the Preparer.