TaxSimba — CIS Tax Refunds: How Subcontractors Claim Back CIS Deductions
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
List CIS deductions by contractor and tax month, then compare the supported total with the draft return. Other income and liabilities still affect the final outcome. A repayment advert based only on the deduction percentage skips that wider calculation.

DECISION TO RESOLVE
Does the draft include all income and the evidenced CIS credit once?

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

1. Collect every contractor's deduction statements.
Notes: ______________________________

2. Reconcile gross payments and CIS credits.
Notes: ______________________________

3. Gather supported business expense records.
Notes: ______________________________

4. List other income and account balances.
Notes: ______________________________

5. Record HMRC processing messages and repayment details securely.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/cis-tax-refunds-subcontractors
Check the current guide and official sources before relying on a deadline or process.