Tax, HMRC & agent access
In short: A scheme requiring contractors to deduct tax from subcontractor payments and file monthly returns.
Contractors verify subcontractors with HMRC, deduct at the verified rate, file a monthly return by the 19th and issue deduction statements.
Nil returns are still required where no payments were made, unless HMRC has been told the contractor is temporarily inactive.
Monthly returns with an automatic penalty for lateness make CIS unforgiving of an unclear internal owner.
General information for UK practices, not legal, tax or regulatory advice. Rules change — check current GOV.UK guidance and your professional body before acting.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
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“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
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