Costpoint Online Help

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CIS Info Subtask

Use this optional subtask of the Manage Vendors screen 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 Construction Industry Scheme (CIS) vouchers. This screen is for informational purposes only.

You must also set up the pay vendor for CIS if the pay vendor is different from the vendor.

Detail Data

Field Description
CIS Code

Enter, or click to select, a valid CIS code. You set up codes on the Manage Construction Industry Scheme Codes screen.

CIS Type

Use the drop-down list to select a valid CIS type.

Certificate/Registration

Enter the certificate or registration number.

Start Date

Enter, or click to select, the start date.

Expiry Date

Enter, or click to select, the expiry date.

National Insurance No

Enter an alphanumeric national insurance number.

Authorized User Name

Enter the name of the authorized user.

Trading As Name

Enter the concern's Trading As name.

Concern Name

Enter the name of the concern. The name must be identical to the name that appears on the certificate or registration.

Bank Name

Enter the bank name of the CIS vendor.

Bank Address

Enter the bank address of the CIS vendor.

CIS Address

The fields in this group box display the address of the CIS vendor.

Field Description
Line 1, Line 2, Line 3

These fields display the first, second, and third lines of the address.

City

This field displays the city.

State/Province

This field displays the state or province.

Postal Code

This field displays the postal code.

Country

This field displays the country.