Verify each subcontractor once
Re-verifying every subcontractor with HMRC because you added a new system is a job nobody wants. Verify them in Sage as you do today, and Planyard uses the same record on orders, applications and invoices.
CIS for contractors with Sage
Get the labour and materials split right before the bill reaches Sage
Sage calculates CIS, applies reverse charge and files your monthly return, but only from the bill it is given. Planyard keeps the subcontractor, the labour and materials split and the certified amount right, so every bill reaches Sage ready for CIS.
Free 14-day full-featured trial. No credit card required.
Verified once, in Sage
The rate you set is the rate that applies
Same record everywhere
On every order, application and bill
Nothing to set up twice
No re-verification with HMRC
New subcontractors pushed to Sage
When their first cost is approved
"Keeping on top of your numbers in a development company is incredibly challenging. You have projects and budgets, but on top of that, you have VAT, CIS, and all sorts of incomings and outgoings that don't always tally up with your project budgets, which is a particular struggle."
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Decide the labour and materials split once, on the order
CIS applies to labour, not materials, and a split worked out again on every bill eventually goes wrong. In Planyard it is set on the subcontract order and carried through to each application and invoice.
Labour lines map to the CIS labour ledger and materials to CIS materials, so Sage deducts CIS from the labour only.
Sage Accounting integrationSplit set on the order
Not worked out again on every bill
Mapped to CIS ledgers
CIS labour and CIS materials
Deduction on labour only
Calculated by Sage
Net and gross both visible
What the subcontractor will receive
"Since implementing the system, I haven't had a single complaint or support call from our subcontractors. Not one person has had trouble submitting their valuations, and no one has had to chase me for a payment outside of the system. It’s been completely seamless."
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Pay what you certified, not what was applied for
Applications come in every format, and it is easy to pay the figure on the invoice instead of the one you agreed. Subcontractors apply online against their order, and the QS certifies the amount and holds retention.
Only the certified value posts to Sage. See subcontractor valuations for how applications work.
Subcontractor valuationsApplied against the order
Every application in one format
Certified by the QS
Adjusted where the work does not match
Retention held
Released when due
Certified value posts
Not the amount applied for
"The contractor would typically send over an email containing a zip file with about 150 invoices every single month. Trying to manually allocate each of those to the correct invoice in Excel, and then further allocate them to specific cost codes within the building to get a reasonable assessment of our spending by category, was an incredibly time-consuming and frustrating process."
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Fewer corrections on the monthly CIS return
Month-end CIS corrections usually trace back to a bill posted against the wrong contact, or with labour and materials lumped together. Each approved bill posts against the CIS subcontractor, with labour and materials on their ledgers and the VAT treatment set.
Sage applies the deduction and domestic reverse charge, and the figures flow into your monthly return and deduction statements.
Right subcontractor, right rate
CIS status comes from Sage
Reverse charge applied by Sage
On bills that arrive pre-coded
PDF attached
Evidence stays with the bill
Cleaner monthly return
Fewer corrections at month end
"Planyard can save about 15 minutes per subcontractor payment. When I'm dealing with 50 subcontractors, that's 10 to 12 hours a month. Add the CVR reporting and all of a sudden I've got two extra days free."
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CIS questions, with Sage alone and with Planyard
| The question you are asking | Sage Accounting alone | With Planyard |
|---|---|---|
| Who calculates the CIS deduction? | Sage |
Still Sage, from bills that arrive split correctly |
| Is domestic reverse charge applied? | Yes, if each bill is set up right |
Yes, on bills that arrive with the VAT treatment set |
| Where is the labour and materials split decided? | Keyed by hand on each bill |
Once, on the subcontract order |
| Was this application checked against the order? | In a spreadsheet, if at all |
Online, against the order lines |
| How much retention are we holding? | Not tracked |
Per package, until released |
Brown & Bancroft's subcontractors now upload their own valuations and invoices.
Get the next CIS bill right before it reaches Sage
Set the labour and materials split on a subcontract order and watch the bill post to Sage on the free trial.
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Sage does. Sage Accounting calculates the deduction and files the monthly return, and Planyard makes sure the bill arrives against the right subcontractor with labour and materials on separate lines.
Yes. The split is set on the subcontract order and carried onto every application and bill. Labour lines map to the CIS labour ledger and materials to CIS materials.
The approved bill posts against the subcontractor’s Sage contact, which holds their CIS status and rate. Labour and materials arrive on their CIS ledgers, and Sage works out the deduction for the monthly return.
Yes. Set the subcontractor up for domestic reverse charge in Sage, and the bill Planyard posts carries the matching VAT treatment. Zero-rated new build work posts at the zero rate.
No. Their CIS status stays in Sage, where you verified them, and Planyard uses the same contact record.
Yes. The payment notice shows the certified gross, the CIS deduction on labour and the net amount the subcontractor will be paid.
Yes, with a basic handoff: approved invoices are emailed to your accounts inbox or exported as CSV, and CIS is handled in Sage 50 as now. Sage Accounting, the cloud version, has the full integration.
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