For example, the subcontractor has been deducting tax on labour from the invoices and should not have been. The 5 steps below credit the original invoices and correct/rerun the cis return.
1. Reverse out original invoices.
This can be done via Corrections or simply through the Purchase Ledger (Purchase Ledger, Transactions, Credit Notes), making sure you select the same Purchase Analysis that was used in the original Invoice.
2. Pay those Credit Notes
Click Purchase Ledger, Transactions, Remittance Cheque.
Pick up the Credit Note and it will create a Negative Payment (should be for the same value as for the invoices but negative).
3. Check this Subcontractor setup
If they are asking for refund of the tax on the labour, is the Subcontractor setup correctly, click Supplier Record, CIS?
4. Redo the Invoices
If the Subcontactor is setup correctly (taxable on Labour), was the invoice for labour? If not, then use a non-labour (non-taxable) Purchase Analysis code.
5. Finally re-running is the same as running the CIS300 report
The tax office will see a new one for that month and replace original.
Note: The Tax Months presented are based on what system date is on the machine running Dimensions, so if the Tax Month does not show, log out of Dimensions, change your date in Windows to something around the Tax Month, log back into Dimensions and that Tax Month should then be selectable to run/submit.