Can I create a CIS/Reverse VAT Invoice in Tradify?

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Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

A look through the cans and cants of creating a CIS invoice. 

Important information:

Tradify is not a recognised software by HMRC for CIS invoices which is a legal requirement. Therefore you can not create a CIS invoice in Tradify unless you are connected with Xero, Sage Business Cloud or Quickbooks Online.

Accounting Packages and restrictions:

Xero - No restrictions

Sage Business Cloud - No restrictions

Quickbooks Online - Restrictions apply.
The integration for Quickbooks online are in place. We have not been granted the access to create the CIS invoice directly in Tradify by Quickbooks developer API. This means to achieve CIS you will create your invoice in Tradify as normal, Send it to Quickbooks Online and then edit the invoice in Quickbooks to make it CIS

 

Help Articles on how to set up CIS

Xero


Sage Business Cloud

 

Quickbooks Online - Not possible to create CIS in Tradify directly. 

 

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