Use this optional subtask to set up certificate or registration card details, including the national insurance number. This helps ensure compliance with the U.K. Inland Revenue.
Costpoint does not print the Inland Revenue CIS vouchers. This screen is for informational purposes only.
Use this screen whenever you need to set up certificate or registration card details for subcontractors performing work in the U.K.
CIS Code *
Enter, or use the Lookup to select, a valid CIS code.
Set up CIS codes in the Maintain CIS Codes screen.
Enter the certificate or registration number in this field.
Enter, or use Calendar Lookup to select, the start date in this field.
Enter an alphanumeric national insurance number in this field.
Enter the name of the authorized user in this field.
Enter the concern's trading as name in this field.
Enter the name of the concern in this field. The name should be identical to the one that appears on the certificate or registration.
Enter the bank name of the CIS vendor in this field.
Enter the bank address of the CIS vendor in this field.
CIS Type *
Enter, or use the drop-down box to select, a valid CIS type.
Depending on the type you select, you will have to complete required information in different fields.
Enter, or use Calendar Lookup to select, the expiry date in this field.
The fields in this group box display the address of the CIS vendor as it appears in the vendor address table on the Header tab.
This information defaults from whichever Header tab table window line has a value of "D" (Default) in the Payment Address field.
This field displays the first line of the address from the Header tab table window.
This field displays the second line of the address from the Header tab table window.
This field displays the third line of the address from the Header tab table window.
This field displays the city from the Header tab table window.
This field displays the state or province from the Header tab table window.
This field displays the postal code.
This field displays the country from the Header tab table window.
* A red asterisk denotes a required field.
Changes to this screen update the Vend_CIS_Info (Vendor CIS Information) table.