Deduction Statement Template Setup By now you should have carried out the CIS Folder Setup on your computer. If you have not done so you will need to do this before you can proceed with this setup. Important Note: When you are using the Deduction Statement Template workbook (as in these instructions) you must not use the Cut or the Drag and Drop functions. If you use the Cut or the Drag and Drop functions this will likely cause errors in the workbook. You can use the Copy and the Paste commands. Follow the instructions below: From the desktop as below. Note: You will most likely have a few or a lot more icons on your desktop screen but this is not important. Using your mouse double left click on the Contractor CIS Tool Kit icon, this will take you to the CIS folder. Alternatively you can find the CIS folder by going to the Documents folder where you will find the CIS folder within. 1
Next using your mouse double left click on the Deduction Statement Template workbook to open it. You should now see a screen similar to below. Using your mouse left click on the VAT Reg SR worksheet tab to open it. 2
Note: If the window is not full size (not filling the whole screen) similar to below you should then using your mouse left click the Maximise button. 3
Have a look at the screen below to familiarise yourself with it. Note: You may wish to move the rows up and down so as to view all of the Deduction Statement. You can do this by using the scroll wheel on your mouse or using your mouse you can left click on the scroll bar up or down arrows. You can also use the arrows on your keyboard to move around the worksheet. Next using your mouse left click on the Setup worksheet tab to open it. 4
Note: You may need to move the rows up or down to view more of the worksheet. You can do this by using the scroll wheel on your mouse or using your mouse you can left click on the scroll bar up or down arrows. You can also use the arrows on your keyboard to move around the worksheet. 5
As above you should now see a screen similar to below. Next using your mouse left click in the C12 cell. Now using your keyboard enter the current Standard CIS Deduction Rate. Note: Enter in numeric format e.g. for 20% you would type in 20 on your keyboard you do not need to add the % symbol as this is done automatically. Note: If you are not sure of the CIS rate you should contact HMRC or your accountant. Now press enter on your keyboard. 6
Next using your mouse left click in the C14 cell. Now using your keyboard enter the current Higher CIS Deduction Rate. Note: Enter in numeric format e.g. for 30% you would type in 30 on your keyboard you do not need to add the % symbol as this is done automatically. Note: If you are not sure of the CIS rate you should contact HMRC or your accountant. Now press enter on your keyboard. 7
Next using your mouse left click in the C16 cell. Now using your keyboard enter the current VAT Rate. Note: Enter in numeric format e.g. for 20% you would type in 20 on your keyboard you do not need to add the % symbol as this is done automatically. Note: If you are not sure of the VAT rate you should contact HMRC or your accountant. Now press enter on your keyboard. 8
Next using your mouse left click in the E11 cell. Note: You may need to move across the screen to see the E11 cell and or to see all of the E11 cell, follow the instructions below to do this. You can move the worksheet sideways by left clicking with your mouse on the scroll bar side arrows. You can also use the arrow buttons on your keyboard to move around the worksheet. 9
Note: Make sure cell E11 selected. Now enter your name or your business name i.e. your trading name. For this tutorial we will use the name Tutorial Business. Next using your mouse left click in the E14 cell to select it. 10
Note: As you are filling in the next sections of this worksheet you will most likely need to move the rows up or down to view all of the worksheet, follow the instructions below to do this. You can do this by using the scroll wheel on your mouse or using your mouse you can left click on the scroll bar up or down arrows. You can also use the arrows on your keyboard to move around the worksheet. 11
As above you should now see a screen similar to below. Now enter your employer reference number. Note: If you do not know what your employer reference number is you should contact HMRC or your accountant. For this tutorial we will create a fictitious number. Next using your mouse left click in the E17 cell to select it. 12
Note: As explained earlier you may have to move the rows up or down to see the E17 cell. Now enter your business street address not including the city etc. For this tutorial we will enter 10 Tutorial Street. Next using you mouse left click on the E20 cell to select it. 13
Now enter your city and post code. For this tutorial we will enter London SW12 3AB. Next using you mouse left click on the E23 cell to select it. 14
Now enter your phone number. For this tutorial we will enter 02 333 444 555. Next using you mouse left click on the E26 cell to select it. 15
Now enter your mobile phone number. For this tutorial we will enter 07 666 777 888. Next using you mouse left click on the E29 cell to select it. 16
Now enter your email address. For this tutorial we will enter tutorialbusiness@tutorialmail.co.uk. Next press enter on your keyboard. Note: The enter key is usually located towards the right side of your keyboard roughly in the middle. It usually has ENTER on it or an arrow similar to this or it may have both the ENTER and the arrow on it. 17
Next move to the top left of the worksheet. You can do this by using your mouse and left clicking on the scroll bar arrows or you can use the arrows on your keyboard to move around the screen. 18
Using your mouse left click on the C1 cell. Next using your mouse left click on the VAT Reg SR worksheet tab to open it. 19
Next using you mouse left click on the File menu button to open the File menu. If you are using Microsoft Excel 2007 you will left click on the Office Button instead. The Office Button is the round button with the 4 small coloured boxes in it, which is located in the same position as the File menu button above. Note: Throughout this tutorial if we make mention of the File menu button, this should be taken to mean the Office Button if you are using Microsoft Excel 2007. 20
Next using you mouse left click on the Save button. This will save all the changes you have made. 21
You will note that the changes you have made are all updated here. Take a look at the worksheet to familiarise yourself with the Deduction Statement layout etc. Next using you mouse left click on the Close button to close the workbook. 22
Next using you mouse left click on the Close button to close the CIS Folder. Finished you are now all setup. Screenshots used with permission from Microsoft 23