1. Localizations for the United Kingdom and Ireland Implementation Guide
  2. Generating the Monthly Return Amendments

Generating the Monthly Return Amendments

Use the CIS Monthly Return Amendment program (P74U4060) to generate the amended monthly report. This program allows you to edit, add, or delete the records at the transactional level.

Note: Contractors need to ensure that reconciliations are performed and monitored to ensure that correct tax is paid to HMRC and correct reporting is done.

You need to create a copy version of the CIS Monthly Return record to make amendments to it and to resubmit the CIS Monthly Return report. Select Copy Version from the row menu of the CIS Monthly Amendment program (P74U4060) to create the record's copy version.

You need to submit the reason for making amendments to the versions. Select the Reason of Amendment option from the row menu of the CIS Monthly Amendment program (P74U4060) to submit the amendment reason for the record.

This report produces a PDF and an XML file if you set the processing options to generate the XML file.

When you run the CIS Monthly Return Amendment program in final mode or proof mode, the system:

  1. Reads data from these tables

    • Amended Header - CIS Monthly Return - UK - 74U (F74U4061)

      This table includes the versions of the report, the amendment effective date, data about the contractor, and the processing option values such as the contractor name and the certifications.

    • Amended Subcontractor Detail - CIS Monthly Return - UK - 74U (F74U4062)

      This table includes the versions of the report, the amendment effective date, and data about the subcontractor such as the name, address, and government identifying numbers.

    • Amended Subcontractor Documents Detail - CIS Monthly Return – UK - 74U (F74U4063)

      This table includes the versions of the report, the amendment effective date, and data about the subcontractor documents such as the document type, document number, pay item, and amounts.

  3. Generates an XML file in the protocol defined in the Transaction Engine Document Submission Protocol document.

  4. Generates a PDF report that includes a header section with information about the contractor, and a detail section with information about the subcontractors and payments.

The system updates the monthly return processed flag and amendment effective date when you run the CIS Monthly Return Amendment program in final mode.