TaxSimba — 20% vs 30% CIS Deductions: Why Am I Paying More?
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
Ask the contractor which details were used for verification and compare them with your registration record. Keep the statement showing the deduction actually made. A corrected identity record is a different issue from the eventual annual tax calculation.

DECISION TO RESOLVE
Which name, UTR and registration details need confirming with the contractor?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Check your CIS registration and business structure.
Notes: ______________________________

2. Confirm exact details supplied to the contractor.
Notes: ______________________________

3. Record the verification issue and follow-up.
Notes: ______________________________

4. Review each payment and deduction statement.
Notes: ______________________________

5. Keep actual deductions for the annual return.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/cis-20-vs-30-percent-deductions
Check the current guide and official sources before relying on a deadline or process.