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There are two routes you can take to capture data from a monthly return. The long route is below. CISR63650 has the shortcut route.

Long route

Important Note

Before entering data in the relevant fields, be aware that the details are sometimes displayed in a different order on the monthly return to that shown on the screens.

1. At the 鈥榠dentify customer鈥� window enter the following reference types:

• Unique Taxpayer (UTR), or
• Accounts Office (AO).

Always enter the AO reference if you have it, as well at the UTR if it is shown on the return.

(Note, the system remembers reference numbers already entered today, so you may only need to enter the first couple of digits.)

1. Under 鈥榗ontact鈥� use the drop-down menu to select 鈥榠nternal enquiry鈥�. This disables the 鈥榗hannel鈥� drop-down box.
2. Select 鈥極K鈥�. This will take you to the 鈥楥IS main menu鈥� window.
3. Check the small box to the left-hand side of the scheme for which you wish to log a return, then select 鈥楻eturn capture 鈥� paper鈥�. This will take you to the 鈥楻eturn Details鈥� window where the appropriate reference numbers will be pre-populated.
4. Enter the end date of the period covered by the return. This will always be the 5th day of the month and so all you need to enter is the month and year in the format mm / yyyy
5. If necessary change the date of receipt. This will default to today鈥檚 date. You can enter a retrospective date but you cannot set a future date.
6. Select 鈥楾ype of return鈥� (pre-populated or manual), then
7. Select 鈥楲og and Capture鈥�. This will take you to the 鈥榗apture payments鈥� window.

Before entering any further data remember the important note above. Do not forget that in some instances the details are displayed in a different order on the monthly return to that shown on the screens.

For pre-populated subcontractors, follow steps (9) to (11) below

For non-pre-populated subcontractors, follow steps (12) and (13) below

Note that for ease of viewing the names of successive subcontractors are displayed on alternating white and dark grey backgrounds. These colours have no significance and are there only to make viewing the subcontractors easier.

1. (Pre-populated entries only). Select the relevant subcontractors鈥� name or UTR from the drop-down list on the left-hand side of the window. When you select a subcontractors name or UTR this populates the 鈥榮ubcontractor details鈥� column on the right-hand side of the window with both the name and the UTR for the subcontractor. The UTR鈥檚 and verification numbers displayed in those fields under 鈥楩ind Verified Subcontractor鈥� are arranged alphabetically according to the name of the subcontractor.
2. (Pre-populated entries only). Check that the UTR and verification number match what has been entered on the return and change details on the CIS record if needed.
3. (Pre-populated entries only). In the 鈥榩ayment details鈥� box, copy the relevant payment details from the return (total payments, cost of materials and deduction made), then select the 鈥榓dd 鈥� button. This automatically populates the 鈥榩ayment field鈥� below. Repeat steps (9) to (11) for each pre-populated subcontractor. Remember to include subcontractors from the main return and any continuation sheets.

If you make a mistake, simply select small box to the left of the entry in the 鈥榩ayments details鈥� box, then select the 鈥榬emove鈥� button. This will clear the entry and allow you to enter the right details.

Now go to step (14) below.

1. (Non-pre-populated entries only). Copy the subcontractors name and the relevant UTR, NINO or CRN and verification numbers from the return to the 鈥楽ubcontractor Details鈥� column. If copying the CRN you should ignore the first 2 letters which form part of the CRN and enter only the numbers within the relevant field. For example, where the CRN is CL0383491 enter 0383491.
2. (Non-pre-populated entries only). In the 鈥榩ayment details鈥� box, copy the relevant payment details from the return, then select 鈥榓dd鈥�. This automatically populates the 鈥榩ayment field鈥� below. Repeat steps (9) to (11) for each non-pre-populated subcontractor. Remember to include subcontractors from the main return and any continuation sheets.

If you make a mistake, simply select small box to the left of the entry in the 鈥榩ayments details鈥� box, then select the 鈥榬emove鈥� button. This will clear the entry and allow you to enter the right details.

Now go to step (14) below.

1. When you are happy that you have correctly captured information from the return and any continuation sheets, select 鈥極K鈥�. This will take you to the 鈥楥onfirmation Details鈥� window.

If you are (for example) interrupted during capture, you can select the 鈥楽ave Partial鈥� button. This will take you back to the CIS main menu.

To retrieve a partially saved return, follow steps (1) to (8), then select 鈥楲og & Capture鈥�. The 鈥楻eturns Details鈥� window will then display a message 鈥榓 return for this period has already been logged / partially captured鈥�. Selecting 鈥榗ontinue capture鈥� will take you back to the window you were in when you partially saved.

Note that when you retrieve a partially captured return, the subcontractors for whom payment details have already been captured will not be displayed in the same order as that in which they were originally captured. Instead, they will always be displayed in alphabetical name order.

A similar warning message (鈥淎 return for this period has already been logged / partially captured鈥�) will also be shown if you attempt to capture a return that has already been logged only, or a return that has previously been submitted as an out of time future dated return (see CISR63100 for more information).

1. At the 鈥楥onfirmation Details鈥� window, copy the relevant information from the return. Note that the 鈥楧eclaration has been signed?鈥� box must be checked or an error message will appear. This tells you that 鈥榠f form is unsigned you cannot continue with capture鈥�. Then select 鈥極K鈥�. This will take you back to the 鈥楥IS main menu鈥� window.

Important Note

There will be no confirmation messages when you complete any of the following actions:

• partially save
• remove a payment
• successfully capture.