CIS & Xero

To utilise the CIS function in your Tradify-Xero integration, you'll first need to enable CIS in your Xero account. To achieve this, have a look here.

Note: If you're looking for help on becoming CIS registered, please navigate here.

 

Mapping CIS Account Codes

Once you've enabled CIS within your Xero account, head over to Settings > Integrations and you'll notice 2 new fields available to edit.

  • CIS Sales of Labour Account
  • CIS Purchase Materials Account

CIS_Xero_1.png

Using the dropdowns available, select the relevant account codes for each account type.

Note: We will only show account codes that are valid for CIS.

 

Viewing your CIS VAT Settings

When you first enable CIS, Tradify will automatically pull through your related tax settings from Xero. To view these, head back to Settings select Tax, followed by the CIS tab.

The following fields will be shown:

  • Contractor CIS Enabled
    • Yes - enables CIS on Bills (supplier invoices)
    • No - restricts CIS on Bills
  • Subcontractor CIS Enabled
    • Yes - enables CIS on Invoices
    • No - restricts CIS on Invoices
  • Subcontractor CIS Deduction Rate
    • This is your default value for CIS which is pulled from Xero
Note: These fields are locked for editing in Tradify. If you'd like to edit them, please do so in Xero then revisit the integration section in Tradify to resync your settings.

CIS_Xero_2.png

 

Creating Invoices with CIS

Adding a CIS customer:

When creating an invoice for a customer, Tradify will check to see if they are CIS enabled in Xero. If they are, it will display a CIS stamp next to their name (like below).

CIS_Xero_3.png

Note: To enable CIS for your Xero customer, navigate to Xero > open the customer profile > select edit and scroll down to Financial Details.

 

Adding a CIS line item:

When adding labour line items to the invoice, Tradify will automatically pull the CIS account code from your integration settings and apply it to the line item. If you'd like to change this, you can do so by selecting the Account field on the relevant line item.

CIS_Xero_4.png

 

Viewing the CIS breakdown:

Within the financial breakdown of the invoice, Tradify will display the CIS deduction amount (as highlighted below).

CIS_Xero_5.png

 

Creating Bills with CIS

Adding a CIS supplier:

Whenever you create a Bill for a supplier, Tradify will always check to see if they are CIS enabled in Xero. If they are, Tradify will display a CIS stamp next to their name (like below).

CIS_Xero_6.png

Note: If the supplier's deduction rate changes in Xero, Tradify will automatically resync the rate whenever the supplier is added to a new bill.

 

Adding a CIS line item:

Much like adding a line item to an invoice, when adding labour line items to the Bill Tradify will automatically pull through the CIS account code from your integration settings and apply it to the line item. If you'd like to change this, you can do so by selecting the Account field on the relevant line item.

CIS_Xero_7.png

 

Viewing the CIS breakdown:

Within the financial breakdown of the Bill, Tradify will display the recommended CIS deduction amount based on the supplier's deduction rate.

CIS_Xero_8.png

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