This template is for UK CIS Contractors to keep proper records regarding payments to subcontractors. The template includes Payment and deduction statements for subcontractor.
The template consist of 6 tabs:
- Business information,
- Subcontractors table,
- Payments table,
- Automated Payment and deduction statement,
- Automated report – Summary statement of payments to each subcontractor (pivot table),
- Automated report – Monthly return (pivot table).
To achieve as much automation as possible, I used various formulas, data validation and pivot tables in the template.
The template was lastly updated in May 2017.
The template is only available in Excel format as follows:
MS Excel 2007 Onward – size: 75 KB.