CIS Options

Tally supports CIS (construction industry scheme) withholding taxes.  Access this page by going to Settings > CIS Options.  This guidance describes what each of the settings on this page does.

  • Enable CIS ­– Use the tick boxes here to turn on CIS on sales and/or purchases.  You can then apply CIS to your invoices and purchases with a click of a button.
  • Tax Name – By default we refer to withholding tax as CIS.  If you’re using Tally in another country you may find it better to rename CIS to something more appropriate.  Buttons and reports that refer to CIS will be renamed to this throughout Tally.
  • Show Deduction – Ticking this box will show the total amount that has been deducted at the bottom of the invoice.
  • Nominal Code – Select the nominal code where to record your CIS deductions.  This should be a code that’s only used for CIS deductions.
  • Reference Fields – Depending on how you use CIS you may be obligated to record certain information on the customer/supplier (in customers/suppliers > selecting the customer/supplier > CIS & other info) that you’re deducting CIS from.  Ticking this box will setup up to 5 fields on the customer or supplier profile.  By default we set up 4 fields:
    • UTR Number.
    • Company Reg Number.
    • NI Number.
    • Verification Number.
  • CIS Rate – Use the options here to select the CIS rate and how to apply it.
  • Rate depends on customer/supplier – this means that the CIS rate can be variable and will depend on the rate set in the customer/supplier profile (in customers/suppliers > selecting the customer/supplier > CIS & other info).
  • Rate depends on goods/services – this means that the CIS rate will be dependent on the rate that’s set in the sales/outgoing type, accessible by going to sales > sales types > selecting the sales type and modifying the CIS rate, or purchases > outgoing types > selecting the outgoing type and modifying the CIS rate).
  • Default CIS rate – this is the standard rate to set up your suppliers/customers with, although if you’ve got ‘rate depends no customers/suppliers selected it can be modified on a per customer basis.
  • Rate to be deducted as a percentage of gross or net – use the option here to choose if to perform the deduction on the gross or net amount.
  • Exclusions – some things that you sell may not be eligible for CIS deductions.  To enable exclusions tick this box.  You can then decide on a per sales/outgoing type basis what should be excluded.
  • Report settings – Use the options here to decide.
  • Show net amounts instead of gross.
  • Group items by customer/supplier.
  • Add a column to show the value of materials.

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