Contractors under the Construction Industry Scheme file a monthly return for each tax month and give subcontractors deduction statements. A tracker keeps payments, deductions and deadlines in one place.
Who it is for
It is written for contractors, subcontractors and bookkeepers in the Construction Industry Scheme who need clear records for CIS deductions and the VAT domestic reverse charge, so that monthly returns and invoices are right first time.
How to use it
Record each subcontractor and payment by tax month. The tracker totals deductions, shows the return and payment due dates and flags months where a nil return may be relevant. Printable statements show each subcontractor's gross payment, materials and deduction.
What's in the template
- Payments logged by tax month
- Return and payment due dates
- Nil-return flag
- Printable deduction statements
File format and what you download
The download is an Excel workbook (.xlsx), supplied as a BLANK version ready to use and an EXAMPLE version completed for a fictional project, with PDF previews and a short Read Me covering instructions and the licence. There are no macros. It works in Microsoft Excel and Word 2016 or later and in LibreOffice.
Price
This template costs £3.50 as a single download. It is also part of the CIS & Reverse Charge Toolkit: all 5 documents for £9 instead of £13.50. Prices include VAT where applicable.
Related guides
Also in the CIS & Reverse Charge Toolkit
- CIS + Reverse Charge Subcontractor Invoice
- Reverse Charge Decision Checklist
- End User / Intermediary Notification Letter
- Subcontractor Verification and Onboarding Record
Check before use – not legal advice. Check the template against your own contract and current legislation and guidance. Clause references are completed from your own contract; no JCT contract wording is reproduced.