CIS statements: upload, tracking and refunds

On WhatsApp

1. Tell SubReady you have a CIS statement (or just say “CIS statement”) — it switches to CIS-upload mode.
2. Send a photo or PDF of the payment & deduction statement your contractor gave you.
3. SubReady reads the contractor, tax month, gross pay and CIS deducted, and records it.
4. Send as many as you like — multiple contractors, multiple months — then reply DONE.
5. Check the running total any time: “How much CIS have I paid this year?”

In the web or mobile app

1. Open CIS to see deductions tracked per contractor and per tax month.
2. Upload statements there too, and review or correct any entry.

How this becomes a refund

Every pound of CIS deducted is tax paid in advance. At year end, your Annual Return includes total CIS deducted alongside income and expenses — your Self Assessment subtracts it from the bill, and if you’ve overpaid, HMRC refunds the difference. The tax estimate shows your likely refund as the year builds. Background: how CIS refunds work.

Chasing the paperwork

• Contractors must give you a statement within 14 days of each tax month end (tax months end the 5th — so by the 19th). It’s their legal duty; chase it.
• Deducted 30% instead of 20%? See CIS deductions explained — usually registration or failed verification.