Generating CIS300

Go to Payroll > Pay Process > CIS300 Generation. If the menu item is not available, security permissions would need to be applied.

2.

Select the required UTR Number from the list. This is the agency's UTR number that is applied in the Pay Company Tax Office Details configuration.

If you have multiple pay companies with different UTR numbers, it will display a list of each UTR number.

If you have multiple pay companies with the same UTR number, it will display the 1 UTR number with the pay companies against the number. It will amalgamate all pay company payees into the 1 CIS300 where the UTR number is the same.

3.

Select the tax month for the Tax Month End. For example if you have processed pay batches for tax month 1 (6 April to 5 May), the tax month end would be 5 May.

4.

Enter the year of the tax month. For example if you have processed pay batches for tax month 6 April 2020 - 5 May 2020, the year would be 2020.

5.

If you have not paid any CIS tax types in the period, you would need to submit a nil return advising the HMRC of the situation. Check the statement Nil Return and go straight to step 9.

If this is not the case, skip this step.

6.

If you have paid CIS workers in the tax month, you must confirm the Employer Status Declaration.

7.

If you have paid CIS workers in the tax month, you must confirm the Subcontractor Verification Declaration.

8.

If you anticipate that you will not be paying any CIS tax types in the following 6 tax months, check Inactivity Indicator. This then saves you having to submit a nil return each tax month.

9.

All CIS300 submissions must have Information Correct Declaration checked.

10.

Click Generate CIS300.

All pay periods for tax month must be closed before the CIS300 can be generated.

A successful confirmation message will be displayed advising that a CIS300 has been generated.

11.

Go to Payroll > HMRC Portal.

12.

Select your PAYE reference and go to the Outbox.

13.

Follow the steps for How to Process Outgoing Forms.