Your year, checked
Free
Add your contractors and statements, and see every missing statement, every difference and every question - before you pay anything.
- No account, no email
- A sample year to look round first
- Kept on your phone or computer
CIS Year-End Pack · for subcontractors and small construction businesses
Your whole year's CIS deductions. One clear pack. £20.
Bring your CIS records together, spot missing statements and give your accountant a properly organised year-end summary. Five short steps, made for doing on your phone - no accounting software, no account.
See everything it finds first, free. Pay only for the pack.
A sample plasterer's year · made-up figures
Paid to you£45,360gross, by 3 contractors
Taken off£8,060CIS, from 22 statements
What needs looking at
-
Your records show money taken off in that month and no statement from the contractor. A contractor must give you a statement within 14 days of the end of each tax month - ask them for it.
-
The statement says £300.00 taken off; your records say £400.00. Check the payment against your invoice and your bank - if the statement is wrong, speak to the contractor.
-
Taken off at 30% though you are registered for CIS. Check how R. Nasir verified you: 20% if you are registered and they can verify you.
Click it. Each finding says what to do.
Pricing
One price for a tax year. See what it finds before you pay.
One tax year
The pack
£20 once
Everything for the year, organised for your tax return and your accountant.
- The year contractor by contractor, and month by month
- Every statement in a register, and every difference found
- Retentions, and the figures for your return
- An Excel file for your accountant and a PDF to keep
- Add statements and look again whenever you like
No subscription: each tax year's pack is bought on its own. No VAT to add: Stoneledger is not registered for VAT.
See inside
The pack, with a sample plasterer's year.
The pack saves as a PDF just as you see it. Click a screen to see it larger.
Why the year end is hard
A year of statements, from contractors who all do it differently.
Paper everywhere
Statements by post, by email, in the van. Some never arrive. Each one is a month of CIS that counts towards your tax bill - or your refund.
Figures that do not agree
A statement that says less was taken off than your bank shows, a month paid across two statements, retention paid months later. Finding which, and why, takes a whole evening at best.
Your accountant needs it in order
Contractor by contractor, month by month, with every statement accounted for - before they can do your return. The tidier it arrives, the quicker - and cheaper - that is.
How it works
Five short steps. No bookkeeping needed.
- 1
About you
Registered for CIS, not registered, or gross payment status - so every statement is checked against the rate it should have used.
- 2
Your contractors
Who paid you this year. Their names and, if you have them, their references.
- 3
Your statements
Type each one in, photograph it, or bring in a spreadsheet of them. Photos and PDFs are kept with the figures.
- 4
What you were paid
If you keep a note of your payments, add them, and each statement is checked against them. If you do not, skip it.
- 5
Your pack
Everything found, each with what to do, and the year organised. See it all free, and pay for the pack when you are ready.
An example · made-up figures
Statements against your records, month by month.
| Contractor | Tax month | Statement: taken off | Your records | What the pack says |
|---|---|---|---|---|
| Halloran Construction | 6 May to 5 June | none | £1,140.00 | Statement missing - ask for it |
| Bexley Build & Civils | 6 June to 5 July | £400.00 | £400.00 | Agrees |
| Bexley Build & Civils | 6 July to 5 August | £300.00 | £400.00 | Disagree - check the payment against your invoice and bank |
| R. Nasir | 6 August to 5 September | £360.00 | £240.00 | 30% taken on £1,200.00 of labour - you are registered: ask how they verified you |
Each finding opens to the lines behind it, and goes in your accountant's pack as a question still open until it is sorted.
What the pack includes
Everything your accountant asks for, in the order they ask for it.
The summary
The tax year, what you were paid, what was taken off, how many contractors - and what is still missing.
The schedules
Contractor by contractor and month by month; every statement in a register; payments with no statement; retentions; the reconciliation's results.
For your accountant
The figures for your return, each with its source, the questions still open, an Excel file and a PDF.
An estimate
Where there is enough to give one, an indicative tax position for a sole trader, with every assumption shown. Never a promise of a refund.
Who it is for
For CIS taken off you. For keeping it in order next year, two ways.
You are paid under CIS
The CIS Year-End Pack
For subcontractors and small construction businesses - sole traders, partners or companies - who have CIS taken off them and want the year organised, without accounting software. Taking CIS off your own subcontractors is a contractor's job, and the CIS Companion's.
Start your packNext year, as you go
Stoneledger, or the CIS Companion
Keep every statement in order as it arrives: in Stoneledger with your whole books, or in the CIS Companion beside Xero, QuickBooks or Sage - either way, on both sides of CIS.
Questions
What subcontractors ask first.
What do I pay for?
Adding your contractors and statements and seeing everything the pack finds is free. You pay once for each tax year's pack when you want it: the schedules, the figures for your return, the Excel file and the PDF.
Do I need an account?
No. Your statements and figures stay on your phone or computer, in your browser: the only things sent are your payment, to Stripe, and a count of how far people get through the pack - never a name or a figure. Save a backup now and then - it has your statements' photos in it too.
Will it get me a refund?
It cannot promise one. Whether you are owed money back depends on your whole tax position. Where there is enough to go on, the pack gives an indicative estimate for a sole trader, with its assumptions - and your accountant, or your own tax return, decides the rest.
Does it send my tax return?
No. It organises your year's CIS so your return - or your accountant - has the right figures. The CIS taken off you is claimed on your Self Assessment return, or by a company through its payroll.
A contractor never sent me a statement. What now?
Ask them for it: a contractor must give you a statement within 14 days of the end of each tax month, and a replacement if you lose one. The pack lists every missing month, so you know exactly what to ask for.
Can I do it on my phone?
Yes - it is made for a phone first: short steps, big buttons, and a photo of each statement taken as you go.
I take CIS off my own subcontractors. Is this for me?
The pack is for CIS taken off you. For CIS you take off others - verifying subcontractors, the CIS300 and the statements you owe - use the CIS Companion or Stoneledger.
Is this tax advice?
No. The pack checks your statements against HMRC's CIS rules and organises your figures, and shows how each is worked out. For your own circumstances, speak to a qualified adviser.
Your year's CIS, in one clear pack.
Start with your statements and see what is missing - free. The pack is £20 for the tax year.
The pack organises the figures you give it and checks them against HMRC's CIS rules; it is not tax advice, and it cannot promise a refund.