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CIS tax

Add CIS deduction variables to your invoice PDF template and set up CIS sales account codes with Xero, QuickBooks or FreeAgent (UK only).

PDF Variables

Add these to your template:

{TotalCISDeduction} - this is the total to be deducted from the tax due on the invoice

{TotalBalanceAfterCISDeduction} - this is the total of the invoice when the remaining tax is added to the net value.

Invoice template totals table with Net Total, VAT Total, CIS Deduction and Total rows using {TotalBalanceAfterCISDeduction}

Resulting in:

Document totals table showing Net Total £338.00, VAT Total £67.60, CIS Deduction £67.60 and final Total £338.00

Xero & QuickBooks

Import the CIS sales account code from the system that you are using.

FreeAgent

Import the CIS sales account code from FreeAgent and select it on the invoice using the dropdown:

CIS Band field with an empty dropdown menu, used to select the imported CIS sales account code on an invoice

If this field is not visible, make sure you are connected to FreeAgent and the field is set to visible in the edit page's settings.

Edit page toolbar in Zigaflow with the page settings icon highlighted at the far right, below Preview and Create buttons

With an Accounts System Connection

Add in a sales account code that includes 'CIS' in the name and description. Zigaflow recognises this and applies the calculations.

Selecting the Sales Account Code

Select the CIS account code for the line item:

Sales A/C column on a line item showing the CIS 20% account code selected for the CIS tax line

Learn more: customer invoices in Zigaflow

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