PlanIt Estimating · Customers & Job Details

Set CIS deduction and the VAT reverse charge on a job

What does this do?

For commercial and subcontract work, tell PlanIt whether the job is under CIS and whether the VAT domestic reverse charge applies. The quote then states the VAT and the CIS deduction the right way round. Leave it off for ordinary domestic jobs.

How to use it

  1. Open 1 · Customer Details and scroll to CIS & VAT treatment.
  2. Tick Is this job subject to CIS? to reveal the questions below.
  3. Under Does the VAT Domestic Reverse Charge apply to this job? choose Yes – Reverse Charge, No – Normal VAT, Customer is an End User or Not sure. Read the note underneath: being a CIS job does not by itself mean reverse charge applies.
  4. Choose the CIS deduction rate: 0% (gross payment status), 20% (registered subcontractor), 30% (unverified subcontractor) or Custom rate… and type the percentage.
  5. In CIS-applicable labour & services, enter the labour and services element of the job, ex VAT. Materials are excluded from CIS by law, so leave them out.
  6. Carry on with the estimate. The quote shows VAT subject to Domestic Reverse Charge instead of adding VAT, and a CIS deduction at your rate, with a note explaining both.
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Pick where you trade and PlanIt sets the currency, tax name, tax rate and date and number formats in one go. Every one of those can be overridden if your business needs something different.

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Mark a sale as CIS or VAT reverse charge

For construction-industry customers the sale can be marked as a CIS job, with the VAT reverse charge and a CIS deduction on the labour, so the document carries the right HMRC wording and the right amount payable.

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Add fitting labour and CIS or reverse charge to a quote

Fitting labour can be its own line on a full quote, and for contractor work the quote can show a CIS deduction or the VAT reverse charge so the amount payable is right.

Quotes
Questions this guide answers
  • How do I show a CIS deduction on a quote?
  • How do I apply the VAT domestic reverse charge?
  • Does a CIS job always mean reverse charge?
  • Why does PlanIt warn me about reverse charge?

Last updated 2026-09-03 · Direct link for this feature