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Home / Client forms / CIS subcontractor

CIS subcontractor information form

Everything I need to prepare your tax return and claim back any CIS you have overpaid. Rough figures are fine to start with.

Your answers are saved on this device as you go, so you can come back later. Personal ID and bank details are never saved.

Prefer paper? Download the PDF
00

Have these to hand

You don't need everything now. Send documents by email or WhatsApp after you've sent the form.

  • Monthly payment and deduction statements from every contractor
  • Bank statements
  • Receipts for tools, materials, PPE and van costs
  • Van finance or lease agreement
  • A mileage log, if you keep one
  • Any letters from HMRC
01

About you

For example QQ 12 34 56 C
10 digits, on letters from HMRC. Leave blank if you don't have one.
Are you registered for self assessment?
How much do contractors deduct?
02

Tax year

03

Contractors you worked for

Totals for the year, from your monthly payment and deduction statements.

04

Your costs for the year

Rough figures are fine. Keep your receipts.

How do you want to claim for your van?
05

Other income

Did you have any other income?
A job (with P60 figures), rental income, savings interest, anything else.
06

Previous years

CIS refunds can be claimed for up to four years back.

Have you missed any tax returns or refunds in the last four years?
07

Student loan and payments

08

Bank details for any refund

Only used so HMRC can pay any refund straight to you. The account must be in your name.

6 digits
8 digits
09

Anything else I should know?

Letters from HMRC, changes this year, questions you want to ask me.
10

Declaration

As an accountant supervised by HMRC for anti-money laundering, I'll also need to see photo ID and a recent proof of address before I start. I'll ask for these separately.

Your details are used only to prepare your accounts and tax returns and to deal with HMRC for you. They are kept securely and never shared or sold. Planet Accounting is registered with the ICO (ZC223124).