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Template · Client
CIS Monthly Information Request Template (UK, Free)
Stay compliant with the Construction Industry Scheme by requesting subcontractor data on time.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A CIS monthly information request asks for details of all payments made to subcontractors within the tax month. This includes gross pay, materials costs, and the CIS tax deducted, ensuring the monthly return is filed correctly by the 19th.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- Monthly, shortly after the 5th of the month
What information is needed for CIS?
You need a full breakdown of payments made to each subcontractor.
To file the return, you must know what was paid and what was deducted for each verified subcontractor.
- Subcontractor names and UTRs
- Gross payment amounts
- Cost of materials (VAT exclusive)
- CIS tax deducted
- Verification status for new subcontractors
What is the CIS filing deadline?
CIS returns must be filed by the 19th of each month following the end of the tax month.
Missing this deadline results in automatic HMRC penalties, starting at £100.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
CIS Monthly Information Request Template (UK, Free)
Subject: CIS Subcontractor Payments for the Period Ending [Date]
Dear [Client Name],
It is time to prepare your CIS return for the period ending [Date]. To ensure we file this with HMRC by the 19th, please provide details of all subcontractor payments made during the month.
For each subcontractor, please include:
Gross amount paid.
Cost of materials (if any).
Amount of CIS tax
Preview shows the opening and key sections. The full editable file is free to download below.
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Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Missing the 19th deadline
- Forgetting to report nil returns
- Incorrectly deducting for materials
- Not verifying new subcontractors
- Mathematical errors in manual records
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
When is the return due?
By the 19th of each month.
What if no payments were made?
You must file a nil return to avoid penalties.
Do I need to verify subcontractors?
Yes, before their first payment to determine the deduction rate.
What is the penalty for late filing?
An automatic £100, which increases after 3 months.
Can I automate this?
Yes, set a recurring monthly task in Remindoo for the 6th of each month.
Is the materials cost VAT inclusive?
No, deductions are calculated on the gross amount excluding VAT and materials.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
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.
Avoid penalties
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.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
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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